Qualcomm Has More Enemies than Friends; Tech Groups Urge Trump to Continue FTC Antitrust Suit
What's new?A group of technology companies (PC, TV, telecom product, and semiconductor fabless/IDM vendors) and automobile manufacturers sent a...
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As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
634 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
822 Views
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
256 Views
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
240 Views