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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Dropbox IPO Preview – Drop It Like It’s Hot
Dropbox filed its highly anticipated S1 prospectus in the US on Friday with the intention of raising $500mn in the market. We note five points with...
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Digital Payment in India: What’s Working and What’s Not
Digital transactions in India went through a sudden jump post demonetization in Nov’16. Notes in circulation to GDP ratio fell from 11.5% in Oct’16...
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AAC Tech: Optics and Chinese Mobile Keeps Growing
What's new?1h revenue and pretax profit hit a record high. More interestingly, AAC Technologies Holdings Inc (2018 HK) has been able to maintain...
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Dollar Bears Focus on Twin Deficits, as China Fears Imply Software Led 5G Rollout
US twin deficits have for the first time since 2004/5 become a focus for FX markets, fearing that a late cycle fiscal expansion will push combined...
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