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4PF • Duke Emerging Market Portfolio Management (Fall 2022) • Nov 2022
Between America's active investments in the chip industry and the mostly positive news emerging from the stock market after inflation data, we believe this a buy with tailwinds behind it.
4PF • Stockfuse Continuum (US) • Nov 2022
Between America's active investments in the chip industry and the mostly positive news emerging from the stock market after inflation data, we believe this a buy with tailwinds behind it.
MiltonandCo • Duke Emerging Market Portfolio Management (Fall 2022) • Nov 2022
Same thesis.
MTG • Duke Emerging Market Portfolio Management (Fall 2022) • Nov 2022
The company has a lot of manufacturing exposure in Singapore, Taiwan, China, and Malaysia—all EM countries. Similar to the some of the other semi-conductor/computer chip companies in our portfolio, we expect this firm to also have a positive outlook due to generally decreasing supply-side barriers and a large backlog of demand in the chips space.
darrenljw96 • Stockfuse Continuum (US) • Apr 2022
Automatic trade executed by Stockfuse to ensure margin compliance.