Rising Moral Hazard and Governance Issues Around Tech Threaten EM Bull Case
The steady rise in most global equity markets over the first half of this year has been mainly driven by the weakness of the USD (USD CURNCY),...
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Is South Korea Home to the 'Smartest' Cities in the World?
Hyper-connectedness has emerged as one of six key long-term themes shaping the world’s cities. No other major city globally is permeated with...
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Micron - No Longer a Blowout Quarter but Margin Guidance Is Solid
No longer a blowout quarter but margin guidance is solidIn line with our earlier report "Stronger DRAM Contract Might Offset the Spot Softness for...
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IPhone Sales Continue to Slump in China
Smartphone Shipment and Activations Monthly Update: In May, ~31 mm smartphones were activated in China, representing a ~9% decline year-over-year. ...
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Sony Has Got Its Mojo Back: Super Slomo, Acoustic Surfaces, and the World's Fastest Internet
Improving profitability across its segments and a general return of vim and vigor to its product lineup have helped drive Sony Corp (6758 JP) up...
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