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...
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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...
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SK Hynix & Seagate JV - What More Need To Be Done?
SK Hynix was reported to be seeking a partnership (JV) with Seagate. In fact, SK Hynix, in a regulatory filing on Dec 14, confirmed that it is...
208 Views
Times of Trouble: Italy, Europe, & Digital TV
Increasingly, Thai markets are expected to be more turbulent in 2017 than they had been in this year. With Renzi's defeat, most of the press also...
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2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
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