Trump tariffs 2.0: Investing themes for a more protectionist world
Consumer staples and essential goods. Companies like Procter & Gamble (PG), Coca-Cola (KO), and PepsiCo (PEP) have pricing ...
Rising Complexity and Development Costs of Chip Manufacturing Drive Tokyo Electron's Sales Growth
Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...
The Jakarta Post5hOpinion
The crisis in Western AI is real
China’s growing AI capabilities were well known to the AI research community and even to the interested public.
Bangkok Post9hOpinion
The crisis in West's AI industry needs attention
The release of the Chinese DeepSeek-R1 large language model, with its impressive capabilities and low development cost, ...
Gulf Times10hOpinion
The DeepSeek spark and the crisis in Western AI
The release of the Chinese DeepSeek-R1 large language model, with its impressive capabilities and low development cost, ...
What To Expect in the Markets This Week
CPI inflation, retail sales, Jerome Powell congressional testimony, along with earnings from Coca-Cola, McDonald’s, Cisco, ...