Failed State, The Japanese Enigma, Blackwell GPUs, ASEAN Tech, China EVs
Alētheia Capital
INVESTMENTS - IDEAS - ADVISORY - FINTECH Asia's #1 Global Independent Investment Advisory Firm
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.
A veritable #smorgasbord this week!
A (very) bleak assessment of Thailand's prospects from Dr Jim Walker kicks things off followed by another update from Japan from Keith Woolcock .
The prospects for the latter country could be a lot more positive.
Switching to the single stock level we have a deep dive from Warren Lau on 英伟达 's (NVDA US) new #Blackwell GPUs and their impact across the technology hardware supply chain.
Next up, Nirgunan Tiruchelvam provides an update on ASEAN technology companies, while Eric Wen rounds this week's #FiveAtFive off with a refresh on the China EV space.
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!
Product Marketing Team
Ali Naqvi Richard Wallace Felix Rusli Graeme Bateman Eileen Lee Dhananjay Mahurkar Michael Chambers Albert Park Terrence M. Alford
#investments #advisory #ideas #FinTech #InYourCorner