China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
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Internet of Things Will Change the World (Part 2) - Korea; Strong Market Growth in 2015
Internet of Things will change the world. This is Part 2, focusing on the strong market size growth of IoT market in Korea in 2015. We also...
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Internet of Things Will Change the World (Part 1) - Korea; Patent Leaders
Internet of Things will change the world. This is Part 1, focusing on the patent leaders in the Internet of Things in Korea.Why focus on Internet...
306 Views
Samsung Electronics (005930): Totally New View on Samsung's Electric Vehicle Business
I guess everyone knows well about the reason why Samsung Electronics just continues to buy back shares. Yes, the reason is very obvious. It is...
255 Views
Sharp: Headed into the Arms of INCJ?
On this Japanese holiday, the Nikkei has put out an article suggesting that INCJ has made an amended proposal whereby the Sharp Corp would spin off...
283 Views