The insights section shares commentary and analysis from Mevus Capital on topics that matter to our clients, including selected companies and sectors, long-term themes, and planning questions. These are for information only and are not intended to replace individual advice.
Google Bets Big on Finland for AI Infrastructure
Google is making its largest single investment in Europe in Finland, committing €13 billion to expand data center capacity and develop the energy infrastructure needed to support
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TSMC Profit Jumps as AI Chip Demand Powers Another Record Quarter
Taiwan Semiconductor Manufacturing Company extended its record run in the first quarter, reporting profit growth that beat expectations as demand for advanced chips
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China’s January Inflation Misses Forecasts as Price Pressures Remain Weak
China’s latest inflation report suggests the economy is still struggling to build momentum, with consumer prices rising only slightly in January and factory prices
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India’s Exports Pivot Toward China as U.S.-Bound Shipments Ease Under Higher Tariffs
India’s trade flows showed a sharper split in December, with exports to China jumping strongly while shipments to the United States softened
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Singapore Lifts 2025 Growth Forecast as Third-Quarter GDP Surpasses Expectations
Singapore raised its 2025 economic growth outlook on Friday after the economy expanded faster than expected in the third quarter.
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Nvidia Considers Halting H20 Chip Production as China Intensifies Scrutiny
Nvidia is reportedly instructing some of its suppliers to suspend work linked to the H20 processors designed for China, following restrictions placed by Beijing on local purchases of the chips.
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