India, Stock and Bond Markets, China, Sanken Electric (6707 JP), China Technology
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 was recently in India and penned an essay with his latest thoughts on his return.
Jim remains positive on the economic outlook.
Keith Woolcock's (technology thematic strategy) latest weekly is a sobering read.
Keith shares his thoughts his following the recent machinations at the White House in the United States.
On a more positive tack, Vincent Chan (China strategy) spots signs of life in China's property market in this week's 'China Pulse'.
This week 安森美半导体 officially proposed to acquire Allegro MicroSystems (ALGM US).
George Chang (technology hardware) explains what this means for Sanken Electric Co., Ltd. (6707 JP).
We wrap things up in China as Eric Wen (China new economy) explores more on large language models, DeepSeek, and what this means for China's innovators.
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