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China invests heavily in Samsung and SK Hynix in the first half of the year due to fears of US sanctions


China invests heavily in Samsung and SK Hynix in the first half of the year due to fears of US sanctions

China has significantly increased imports of South Korean chips in the first half of 2024, according to data from Samsung Electronics and SK Hynix, the two memory chip giants. Samsung reported an 82 percent year-on-year increase in China sales to 32.35 trillion won ($24.1 billion) in the first six months of the year, according to […]

Morgan Stanley’s “Fresh Money Buy List” with top picks is defensive


Morgan Stanley’s “Fresh Money Buy List” with top picks is defensive

Daily summary of research and analysis by Scott Barlow, market strategist at The Globe and Mail Morgan Stanley’s investment chief has been overly optimistic in recent quarters, but recent market volatility has partially vindicated him. His weekly report includes a Fresh Money Buy List of stock recommendations that is now defensive. “We continue to believe […]