26 Jan 2024
This is mind-blowing!
$GOOGL $MSFT $AAPL Source: Bespoe
25 Jan 2024
Depressed China
China as % of global net exposure is at the lowest levels in "modern times". Source: Goldman Sachs, TME
25 Jan 2024
Bridgewater tells investors it is “moderately bullish” on Chinese stocks as the prolonged rout made valuations attractive, a call made days before the country’s latest stock meltdown
Source: Bloomberg
23 Jan 2024
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
23 Jan 2024
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
23 Jan 2024
Japan is expected to be short 11 million workers by 2040
Source: Win Smart, FT
23 Jan 2024
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
22 Jan 2024
India is set to overtake Hong Kong to become the world's fourth-largest stock market. It may happen this week assuming current trajectories hold
Source: David Ingles, Bloomberg
