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This isn't your father's S&P 500. Don't worry about valuations
If the weighting of these companies continues to grow then the valuation expansion could have further room to run
January 21, 2024
Semiconductor
TSMC outlook drives US$165 billion chip rally in 2024 rebound bet
TSMC’s outlook offered much-needed reassurance to investors accustomed to a depressed market
January 19, 2024
News
Apple sees surgery, training as future Vision Pro growth areas
Apple is betting that mixed reality will eventually become a major source of revenue.
January 19, 2024
US stocks
Apple stock downgraded as Barclays warns on cooling iPhone demand
Barclays’s new underweight means Apple has five sell or equivalent ratings
January 02, 2024
Tech
Apple's US$1 trillion rally will be tough to live up to in 2024
It is priced at a forward PE of 29x, nearly double its 10-year average valuation.
December 21, 2023
US politics
Winners and losers from a second Trump presidency
Trump is likely to be more dogmatic in his second term
December 13, 2023
Tech
Apple's iPhone price bump is part of subtle revenue-boosting strategy
Apple is boosting prices more aggressively outside the US
September 13, 2023
IPO
SoftBank lines up Apple, Nvidia as strategic Arm IPO backers
The show of support from some of the tech industry’s biggest names will help bolster the offering
September 03, 2023
China Focus
Foxconn founder Terry Guo quits board after launching presidential bid
Opinion polls indicate Gou will face an uphill battle to win the presidency
September 03, 2023
Global review
Apple supplier Foxconn begins iPhone 15 production in India
The scale of India production for the iPhones will depend on the ready availability of components, which are largely imported
August 17, 2023