Who Is Right in the Korean Stock Market? Foreign Investors or Local Retail Investors?
Something very interesting is going on in the Korean stock market, in a tug-of-war between the local retail investors and foreign investors in the...
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Windows' Impact on Chip Sales
For the past couple of decades businesses have explained that PC demand increases with the introduction of new Windows operating systems. A close...
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Micron: Great Quarter, but Outlook Is Confusing
In Micron's earnings call today the company revealed that its second fiscal quarter hit the top of the company's guidance, and would have exceed...
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Upcoming Micron Earnings Call: What to Expect
Micron Technology's quarterly earnings call will occur in a couple of days. This Smartkarma Insight looks at what the company is likely to say...
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Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
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