US-China Trade War: A Deal Is More Likely Than Market Prices In
Last night, the US proposed potential new tariffs on an additional $200bn of Chinese goods. Despite the incremental pessimism reflected in the...
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AAPL IPhone CQ2 Tracking, CQ3 New Model Launches, Chinese OEM Competition
This note is to update clients with our market checks on Apple Inc (AAPL US) iPhone builds and shipments, the timetables of new model launches in...
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AAC Tech 2018 Hk - Target 162.50 (+28%)
PREFERRED CASEBullish above 122.00 towards 144.20 before 162.50.127 surpassed triggers double bottom reversalRSI is bullish surpassing both...
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‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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Indo Stocks During Trade War: What to Do?
Below is my conversation with an Indonesian high net worth who is keen to find insight on how the current trade war impacts Indonesian...
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