by lpioAdmin | Jun 30, 2024 | Investment Letters, Perspectives
“Semiconductors are the silent driver of all the advancements in the digital world.” Morris Chang, founder of TSMC The second quarter was a tale of two halves, particularly in equity markets. Until mid-May, with investor sentiment buoyed by the prospect of cooling...
by lpioAdmin | Jun 1, 2024 | Market Views, Perspectives
In recent memory, emerging markets have been somewhat absent from the equity market party. The benchmark equity index, MSCI Emerging Markets (MSCI EM), still sits some 15% below its 2007 peak. On the surface this makes sense, as investors in emerging markets must...
Recent Comments