Asian Equity Markets (Ex-China) Overview; Korea, Taiwan and India
India (neutral); bull and bear factors remain finely balanced before electionThe deterioration in India’s macro-economic ratios has continued apace...
287 Views
Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
1.1k Views
US Export Ban On China's Jinhua. Winners & Losers.
On Monday October 29'th last, the US Department Of Commerce announced that it was taking action to restrict exports to Fujian Jinhua Integrated...
642 Views
5G Is Coming – Don’t Panic. Sensible Plans from SoftBank (9984 JP), Docomo (9437 JP), KDDI (9433 JP)
5G sounds great, right? – faster speeds, more capacity, improved efficiency – but what does that really mean? The reality is that 5G isn’t needed...
388 Views
FIFO Long Transition and Lead Signals for a Low in Asia
FIFO long sequence starts with Hong Kong and Korea which are resting on macro support zones where we are taking a bet.Relative lead signals in...
412 Views