KFTC Fined Qualcomm for Violating Antitrust Laws; Positive to Customers and Competitors
What's new?According to the Bloomberg News today...
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Qualcomm Fined More than US$850 Million by Korean Government - Trigger a Trade War?
It was reported today that the Korean government fined Qualcomm Inc (QCOM US) US$854 million over alleged antitrust violations. This is one of...
178 Views
2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
320 Views
Times of Trouble: Italy, Europe, & Digital TV
Increasingly, Thai markets are expected to be more turbulent in 2017 than they had been in this year. With Renzi's defeat, most of the press also...
585 Views
2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
204 Views