At the beginning of this year, we thought that AI is still going to be the major investment theme this year – with five out of ten themes related to AI – but also highlighted that investors will become more discerning in who are able to produce adequate return on investments. Whereas both hyperscalers –ContinueContinue reading “Ten Interesting Charts This Month”
Tag Archives: semiconductor
The Semi Shortage
Download PDF: the-semi-shortage_pcDownload In the past three decades the world has seen a dramatic digital transformation happening with the widespread adoption of internet, computers, and smartphones, which only accelerated when lockdown restriction last year pushed our life further into the digital realm. Demands of electronic gadgets, data centers, and networking equipment surged in 2020 asContinueContinue reading “The Semi Shortage”
Equity Signposts, Commodity Rebound and Chip Wars
Download PDF: turning-point-in-the-commodity-cycleDownload 5 Signposts for Global Equity Recovery The decline in DXY of late has arguably help global equity grind higher amid easing financial condition. For long, we have been highlighting the widening valuation between U.S. equity and the rest of the world, which has gone much cheaper post-COVID19 correction. In-line with previous crisisContinueContinue reading “Equity Signposts, Commodity Rebound and Chip Wars”
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