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Japan's Socionext Unveils Advanced Chip Collaboration With TSMC, Arm

Manufacturer's next-generation chips for the data center and 5G market will be launched in 2025. ....

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Taiwan Fund : Monthly Insights – August 2023 -September 22, 2023 at 10:26 am EDT

August 2023 Monthly Insights

THE TAIWAN FUND, INC.

Manager s Commentary

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Small-cap stock takeoff adds $318 billion to emerging markets

The trade has produced an extra gain of 12 percentage points over the MSCI large-cap index so far this year, on course for the second-best relative returns in the past 14 years. Part of the reason is that large-cap companies are more likely to be exposed to China’s economic troubles. ....

Ashish Chugh , Jitania Kandhari , Nenad Dinic , Korea Ecopro Bm Co , India Adani Group , Global Unichip Corp , Bank Julius Baer , Rail Vikas Nigam Ltd , Loomis Sayles Co , Jindal Stainless Ltd , Taiwan Wistron Corp , Morgan Stanley Investment Management , Cap Stocks Outperform , Markets Small Cap Index , Global Unichip , Jindal Stainless , Rail Vikas Nigam , Bloomberg Electric Vehicles Index , Yduqs Participacoes , Adani Group , Loomis Sayles , Small Cap Stock , Emerging Markets ,

Small-cap stock takeoff adds $318bn to emerging markets

The backdrop of lower borrowing costs benefits small caps significantly, as they often rely more heavily on debt financing than large-cap counterparts, Dinic said. ....

South Africa , Jitania Kandhari , Vikas Nigam , Nenad Dinic , Tayyip Erdogan , Ashish Chugh , Bank Julius Baer , Global Unichip Corp , India Adani Group , Taiwan Wistron Corp , Loomis Sayles Co , Morgan Stanley Investment Management , Markets Small Cap Index , Global Unichip , Jindal Stainless , Rail Vikas Nigam , Bloomberg Electric Vehicles Index , Yduqs Participacoes , Adani Group , Loomis Sayles , President Recep Tayyip Erdogan ,

How to win with EMs right now

A winning strategy for emerging market investing is becoming clearer. ....

South Africa , Nenad Dinic , Ashish Chugh , Jitania Kandhari , Tayyip Erdogan , Jindal Stainless Ltd , Taiwan Wistron Corp , India Adani Group , Rail Vikas Nigam Ltd , Bank Julius Baer , Global Unichip Corp , Loomis Sayles Co , Korea Ecopro Bm Co , Morgan Stanley Investment Management , Markets Small Cap Index , Global Unichip , Jindal Stainless , Rail Vikas Nigam , Bloomberg Electric Vehicles Index , Yduqs Participacoes , Adani Group , Loomis Sayles , President Recep Tayyip Erdogan ,