Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle
If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...
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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...
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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...
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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...
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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...
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