No Country for Angry White Men: The Rapid Response to Marc Faber's Rant
Marc Faber, the long time stock strategist and ex MD of Drexel Burnham (HK) during HK’s go-go 1980s, has drawn himself into a battle on race...
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The Week That Was in NorthAsia@Smartkarma: Kobe Steel, SK Tomorrow, & Trump Plans to Visit DMZ
There were 20+ research gems in this week's The Week That Was in NorthAsia@Smartkarma. We want to highlight four reports in particular. There were...
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China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities
Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for...
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Microsoft Corp – Mixed Reality Or Mixed Reactions?
While the other companies of the FAMGA acronym[1] have been busy building “the best iPhone ever”, crushing the competition across a variety of...
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Facebook (FB US) - Sheryl's Trip to DC Is About More than Russia, and That's a Problem
Reports that Facebook (FB US) is dispatching Sheryl Sandberg, its high-profile chief operating officer, to Washington, D.C., this week, is an...
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