T&I AsiaWatch for October 31st, 2022
2023 is a year of superlatives: Aussie inflation at a 32 year High; Japan Yen at a 32 year low; PRC growth at 3%
Editor’s Note: Handwaving, distracting headlines by managers, rises to new heights to obfuscate a year's ongoing rout. Debt, Notes, Bonds are flowing into the deep holds of Uni-corpses like water in a submarine screen door. We’ve had more Semiconductor & Semi Fabless Design transactions than I’ve reported in …