Asian FX, China's NPC, AI Opportunities, Micron (MU US), JD (JD US)
Alētheia Capital
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The Five at Five newsletter is published every Friday and pulls together 5 showcase notes produced over the last 7 days from across the Alētheia Capital platform.
Chief economist Dr. Jim Walker kicks off the highlights reel this week with an analysis of the reality rather than the appearance of Asia's foreign exchange rates.
The Hong Kong dollar – which, of course, is pegged to the greenback – is the only Asian currency to have ‘appreciated’ against the dollar since 1 March 2023!
All eyes this week were on the National People's Congress in China.
China strategist Vincent Chan runs the rule over the latest from Beijing.
Thematic strategist Keith Woolcock (who will be in Asia next week) extends the work he did a few weeks back, and identifies more opportunities for investors across the artificial intelligence supply chain.
Switching now to single #stock research.
领英推荐
We have updates from Warren Lau (technology hardware) on 美光科技 (MU US)...
Also, please check out our website https://www.aletheia-capital.com/ for details of the rest of all our #products, #research, #events, and more!
That's it for this week.
As ever, if you would like to follow up on any or all of the above, please do get in touch!
p.s. If you are in Taiwan w/c 18th March...
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