A Semiconductor Downturn's Coming, But How Bad Will It Be?
During June three important semiconductor forecasts were released. While one predicts growth through 2019, the other two agree that a downturn is...
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Popular Stocks, Attractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
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3D NAND Oversupply Expected to Correct Itself By Year End?
3D NAND is the latest development in NAND flash after 2D NAND faced roadblocks from downsizing issues and current leakages. The transition to the...
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Korean Conglomerates Likely to Embark on Ownership Restructuring - Some Thoughts on the Scenarios
I mentioned in the previous insight that the ruling party’s landslide victory would likely accelerate Moon’s legislative drive toward chaebol...
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Global Equity Strategy: ACWI and EM Testing Support
In our June International Strategy, we explore the following themes in detail: Early-stage MSCI ACWI uptrend combined with constructive breadth...
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