Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
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Looking Long or Short Term on TSMC?
Taiwan Semiconductor Mfg. Co. Ltd. reports a better 2Q16 and guides a stronger 3Q16 but hints 4Q16 inventory and demand adjustment. We believe most...
263 Views
Brexit; Unintended Consequences
In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some...
200 Views
Suprema (236200) - Global Leader in Fingerprint Biometrics Post Spin-Off (Part 1)
If you are an investor with long-term horizon (3-5 years), Internet of Things (IoT) is probably one of the BIG game changing trends that you...
299 Views
CRS/AEOI: The Next FATCA …And Which May Affect Even More Asia Accounts
I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I...
186 Views