Self-sufficiency in the production of intermediate goods and machinery is powered by automation, generating a structural mismatch between growing exports of all types and weakened imports of advanced manufactured products
The year on year share price performance (topping 100%) is compelling but investors anticipate very strong earnings, going forward, to bring PE in line with the high flyers of the semiconductor supply chain
AI is a struggle for progress on multiple fronts - the line will never be as smooth as promised – with an array of mutually supportive technologies, staged advances will be a slog, not a sprint
Supersized investments and the race in AI research between the global powers, the U.S. and China, set the stage for an intellectual revolution - but today it is all about AI agent 'evolution'
Pininvest themes are the basic elements of a grid, ranking market factors dynamically and highlighting shifting market trends to support forward-looking investment strategies
Foreign Direct Investments are not necessarily in line with economic interests of the SEA-5 countries - by embracing open-handed commitments in credible partnerships, the super-powers could cement balance, securing growth and stability in South-East Asia
Strength of American trade and long-term investments will buttress a clear narrative of US engagement, balancing China's regional influence. A light touch, more trade venues and new industrial options could be explored to counter US' protectionist bent
With a strong presence around the world , from social networks to fintech and food delivery, Naspers' subsidiary Prosus is one of the least talked about majors of the digital age, sharing audacity and vision with Tencent, its Chinese partner
Strengthening their grip on the semi-conductor industry, South Korea and Taiwan are in the lead, China is catching up fast and Japan appears determined to maintain its market share.... all told the countries commit to almost 80% of global equipment capex
A small number of specialized semi-conductor equipment manufacturers have a lock on all the most advanced applications in high-tech hardware. The industry is foundational in US-China trade negotiations because China tech cannot do without
