Blockchain in Japan Moves Further Forward
Up until now, we have viewed the key opportunity set for SBI Ripple Asia, the 60% owned subsidiary of SBI Holdings (8473 JP), as the credit card...
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U.S. Equity Strategy: Heightened Volatility; Further Consolidation; Bullish Outlook Intact.
Equity markets have remained volatile, consolidating between the recent high in late January and the low on February 9th. While the market has yet...
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Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
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Beijing Hubris Risks Policy Error, as Europe Becomes Key For US Yields…
Rising bond yields are reflecting less current inflation than growing evidence of supply side bottlenecks; in December, US truckers saw spot rates...
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When Will the Magnificent Seven Break New High Again?
The Magnificent Seven outperform S&P500 in 2023 with a 111.6% increase, but are now below peak levels. Whether they can break new high again...
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