Geopolitical Semiconductors
Taiwan Semiconductor Manufacturing Co. (TSMC) recently announced its decision to expand its footprint in southern Japan with the addition of a second semiconductor factory, signaling a significant escalation in its investment strategy that now exceeds $20 billion.
Go Deeper (3 min read)Mixed Picture
In January, the U.S. economy experienced a momentary slowdown following a period of vigorous growth witnessed towards the conclusion of the previous year, yet it continues to exhibit signs of fundamental robustness.
Go Deeper (2 min read)China's Deflation Problem
In China, the situation of deflation is increasingly exacerbating, signaling a deeper economic downturn that could have adverse effects on the global economy.
Go Deeper (3 min read)European Dystopia 2.0
Facing mounting pressures, the European Union is currently reassessing its ambitious strategy to significantly reduce greenhouse gas emissions.
Go Deeper (3 min read)February 2024 - Commentary
In December, employers continued their trend of robust hiring, concluding a year marked by consistent and solid job market performance, a standout feature in an economy that is slowly cooling.
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The Tricky Real Estate Business
Office vacancy rates in major U.S. cities have reached their highest levels since at least 1979, according to Moody’s Analytics.
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January 2024 - Commentary
During their last month's decision to maintain interest rates, Federal Reserve officials initially thought they were concluding their phase of rate hikes.
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Big-Tech Monopoly
In 2024, a series of high-profile U.S. antitrust cases against leading technology companies, notably Google and Meta Platforms, are poised to reach pivotal conclusions.
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India Pushes Ahead
India has been outshining other leading global economies, primarily due to the robust performance of its service and industrial sectors, despite challenges in agriculture caused by inadequate rainfall.
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Is The Canary Suffocating?
FedEx's shares plummeted by 12% after the company reported disappointing results and outlook, leading to a series of price-target reductions by Wall Street analysts, which contributed to a late-day sell-off in the broader market.
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Investing Idea #6
In the following articles, we analyse stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasising their capacity to sustain long-term growth.
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