Global markets

BYD’s Relentless Rise Threatens Tesla’s EV Dominance

BYD’s Relentless Rise Threatens Tesla’s EV Dominance

China's journey in vehicle production is a tale of rapid transformation and global ambition. From its early days of manufacturing basic, low-cost cars, China has grown into a powerhouse of innovation, particularly with the rise of electric vehicles (EVs). Central to...

CHIPS: Megatrends and Mega Funding

CHIPS: Megatrends and Mega Funding

We first highlighted the importance of semiconductors back in April 2023 when we introduced the concept of megatrends. Back then, we used the example of the automotive industry and the increasing adoption of electric vehicles (EVs), and highlighted how investing in...

All Time Highs: Japan’s Revival

All Time Highs: Japan’s Revival

All Time Highs: Japan’s Revival 7/3/2024 On 22 February 2024, Japan’s Nikkei 225 closed at ¥39,098.68, eclipsing the previous record high set in December 1989–a staggering 34 years ago. As we highlighted in a prior article, Japan went through a truly extraordinary...

U.S. Credit Rating Downgraded by Fitch

U.S. Credit Rating Downgraded by Fitch

U.S. Credit Rating Downgraded by Fitch 10/8/2023 Fitch announced last week that it downgraded the United States’ long-term credit rating from the AAA (the highest possible rating) down to AA+ (the second highest rating). For those that are unfamiliar, Fitch is the...

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