Discover top global stocks held by North of South Capital's Kamil Dimmich in their $1.5B Pacific North of South Emerging Markets All Cap Equity fund. They aim to identify undervalued stocks in emerging markets, focusing on great companies with strong cashflows. Join the CNBC Pro Talk on Sep. 20 to learn more.
Samsung Electronics optimistic about recovery in memory chip market despite production cuts. Operating loss of $7bn in H1. Increased demand for AI-related DRAM chips. Mobile business experiencing growth.
Samsung exceeds earnings projections, signaling potential tech rebound after Covid-19. Investors watch for recovery signs and impact of AI on chip industry.
Explore the evolution of tech policy from Obama's optimism to Harris's vision at the Democratic National Convention. What's next for Democrats in tech?