no alt given
Orban's last stand
no alt given
World Health Day: finding the businesses that make care work
no alt given
Semiconductor cycle shifts from recovery to supply crunch
10 April 2026

Orban's last stand

The parliamentary election scheduled for this Sunday represents the most significant challenge to the hegemony of the Fidesz–Christian Democratic People's Party coalition since its ascent to power in 2010.

7 April 2026

World Health Day: finding the businesses that make care work

As World Health Day returns on 7 April, this year’s theme, “Together for health. Stand with science”, gives the occasion broader weight than a standard awareness campaign. WHO celebrates scientific collaboration and the One Health approach, linking the health of people, animals, plants and the planet.

31 March 2026

Semiconductor cycle shifts from recovery to supply crunch

A few months ago, we wrote an article discussing the state of the semiconductor cycle. In that piece, we argued that the cycle had been driven almost entirely by AI, while outside of AI the broader cyclical recovery remained anaemic. Looking across the different parts of the industry, we believed the recovery would continue, supported by ongoing AI build-out as well as improving conditions in more mainstream segments such as smartphones, personal computers, industrial equipment and automotive applications. We also argued that the semiconductor equipment space was set to participate in that cyclical recovery.

Show me content for