AI & Machine Learning Disrupting The Healthcare Industry
In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...
600 Views
China Mobile Gaming and SUV Booms Sustained, US Credit Cycle Turning?
A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western...
214 Views
Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
1k Views
NetEase's New Game, Onmyoji, a Big Hit. Upgrade to Forecasts but Concern over Valuation Remains.
The two largest players in the Chinese online game sector, Tencent (700 HK) and Netease (NTES US), benefit both from the migration of data traffic...
247 Views
ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
296 Views