EXPERIENCE IS OVERRATED
Source: @createthisbiz on X, Martin Straub and Hrvoje PavisicHrvoje Pavisic on linkedin
Luxury goods sector growth to slow down in 2024
Source: FT
Taiwan semiconductor $TSM, the world's largest contract chip manufacturer, forecast 2024 revenue to grow more than 20% thanks to booming demands for high-end chips used in AI applications
Taiwan Semi's main customers include AMD $AMD, Nvidia $NVDA, Qualcomm $QCOM, Intel $INTC, Apple $AAPL, and Broadcom $AVGO. Source: Jesse Cohen
China's real GDP is now further below its pre-COVID trend than after the 2008 crisis
Will they be tempted to opt for more mercantilism (and expansionism)? Source chart: Robin Brooks
Low-Cost carriers are world's least-polluting airlines
The low-cost business model that democratized air travel in recent decades has now become an unlikely template for reducing pollution. That’s because budget airlines’ obsession with lowering weight in order to save fuel also happens to produce the best emissions metrics in the skies.
Source Bloomberg, Envest Global
Japan is expected to be short 11 million workers by 2040
Source: Win Smart, FT
The world's top 5 stock markets by market-cap. It has been a one-man show by the US
Note that India is moving into 4th position Source: Bloomberg, Michel A.Arouet
India’s stock market has overtaken Hong Kong’s for the 1st time in another feat for the South Asian nation whose growth prospects & policy reforms have made it an investor darling
Source: Bloomberg, HolgerZ
