EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
Materials / Semiconductors

Conflict Minerals in the Semiconductor supply chain. Which companies in the upstream, foundry and downstream are most exposed to the issue of conflict materials? Upstream: Mediatek, Silergy, ASML, ASM International, Shin-Etsu, Hoya, Applied Materials, Tokyo Electron. Foundry: Infineon, TSMC, SMIC, Intel, Micron, GlobalFoundries, Samsung Electronics, Texas Instruments, Hynix. Downstream: Apple, Oppo, Xiaomi, Huawei, Pegatron, Hon Hai, Microsoft, Vestas.

Healthcare

Investigating diabetes treatment in the US, focusing on GI Dynamics and their EndoBarrier product. Analysis of regulatory approval, potential, financing and safety

Materials / Technology

Study on NMC Battery Materials in relation to capability of Umicore; and their Chinese Competitors

Financials / Banks

Assessing Bank Fee Income across 25 Emerging and Frontier Market Banks

Industrials / Construction

Sector outreach to 25 private U.S. companies understanding secular changes, trends, and potential impact from an economic downturn

Technology / Internet

Example of Project: Forensic Accounting on China Internet Companies