Money Supply, China Stimulus(?), (more) AI Opportunities, MLCC Data, J&T Express (IPO)
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 #research notes produced over the last 7-days from across the Alētheia Capital platform.
Let's get it started for this week!
Chief economist, Dr Jim Walker , ranks countries as either accelerating, non-trending, or decelerating. There appear to be very few in the former camp.
Watch out!
Following on from this, China strategist Vincent Chan updates on the current state of affairs in #China's economy.
Vincent suggests three alternatives that the government could turn to to kick-start growth in the PRC.
Next up, two notes from our #technology #hardware team.
The team continue to identify areas within the global technology supply chain that benefit from the proliferation of artificial intelligence (#AI).
领英推荐
Warren Lau and Skye Chen take a closer look at opportunities in #CoWoS packaging following interviews across the chain.
George Chang sees light at the end of the tunnel for MLCC names in the region following a better May 2023.
Watch out for higher guidance from companies for 1QFY23/24!
Finally, if you, or your team, are looking at the Hong Kong #IPO of J&T Express look no further than Nirgunan Tiruchelvam 's recent report.
Nirgunan crunches the numbers on this #ASEAN focused delivery company which looks wet to benefit from TikTok's e-commerce push in the region.
That's it for this week.
As ever, if you would like to follow up on any or all of the above, please get in touch!
Product Marketing Team