Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
252 Views
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
234 Views
Harvey Norman's Strong Growth Continues but Forecast to Moderate
We maintain our AUD 3.30 per share fair value estimate for Harvey Norman. We do not view the company as having an economic moat, mainly because the...
176 Views
5 Ways The Internet Of Things Will Influence Commerce
The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...
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