US Policy Focus Shifts to Closing Trade Deficit…
· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...
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Blockchain & Provenance
While much has been written about blockchain and its applications in the financial services industry, one emerging trend is the use of blockchain...
243 Views
KFTC Fined Qualcomm for Violating Antitrust Laws; Positive to Customers and Competitors
What's new?According to the Bloomberg News today...
221 Views
Another Strong Guidance by Micron; 3D Xpoint and 1x Nm DRAM for 2017
Summary Strong 1Q17 guidance: Micron guides 1Q17 sales growth of 10-18% q/q and 48-60% y/y to US$4.35-4.70bn, beating Bloomberg consensus...
258 Views
2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
314 Views