Betting on the yen's strengthening became a favored strategy over the past year as the Bank of Japan(BOJ) was set to wrap up an eight-year period of negative interest rates in the face of rising inflation. Yet, rather than appreciating, the yen continued to weaken subsequent to theend of negative interest rates. On April 24th, the Japanese yen continued its slump against the US dollar, breaching the key level of 155 fo...
Inflation in Singapore declined from a peak in September 2022 to 3.4% by February 2024. Despite a slight rise in February, above January's 2.9%, this was mainly due to increased costs during the Lunar New Year, including higher airfares, holiday expenses, and rising food prices. The Singapore Central Bank has kept its monetary policy steady for the third time in a row, expecting inflation to ease later in the year, suggesting potent...
$台积电(TSM.US)$stands as a titan in the semiconductor industry, renowned for its advanced chip fabrication capabilities. As TSMC announces substantial capital expenditures to expand and upgrade its manufacturing facilities, the ripple effect is set to benefit a wide array of suppliers in the semiconductor ecosystem. Its suppliers can be categorized into several key areas: Equipment Suppliers: $阿斯麦(ASML.US)$: A leadin...
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On April 24th, the Japanese yen continued its slump against the US dollar, breaching the key level of 155 fo...
Equipment Suppliers:
$阿斯麦(ASML.US)$: A leadin...
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