Rising Tensions and Slowdown to Impact Nvidia Valuation As we noted in our October 19th post, rising geopolitical tension resulting from the new chip export restrictions will impact semiconductor companies… Is the Valuation of Apple Pricing in Geo-politics? Our view is that the market is partially pricing in the risks that Apple could face from what we see as increasing… Regional Geo-Politics and Economic Interests One of the casualties of the escalation in Gaza has been the recent India-Middle East- Europe Economic Corridor (IMEEC) was announced during the G20 meeting… Geo-politics, Market Sentiment - NVDA and INTC Rising geopolitical risks resulting in the implementation of new chip export restrictions will have significant implications for prominent companies in the semiconductor industry… Escalation to Iran and Risk to Strait of Hormuz Any threat to the world's most important energy choke point, the Strait of Hormuz, will rattle the global energy markets. Thus… Escalating Risk Ends in Unity Government The ongoing conflict between Israel and Hamas has once again escalated, resulting in a high risk of an all-out war. The recent Hamas attack…
Macro Valuation® | Report 2 – Nvidia
Macro Valuation® | Report 1 – Apple
Geopolitical and Geoeconomic Aspects of Israel-Hamas War
Nvidia and Intel Valuation on New Chip Export Curbs
Energy Markets and Geo-Political Risk
Israel-Hamas War Escalation Risk Results in Unity Government
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26Oct 23
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19Oct 23
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12Oct 23
