Intel. How Should We Interpret Jim Keller's Untimely Departure?
Overnight Intel announced the resignation of Jim Keller effective June 11, 2020, due to personal reasons. Keller is a world-renowned chip...
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Tencent (700 HK): Fighting Back Against “Apple Tax”
Tencent suspended iOS users from paying WeChat Public Accounts' add-on services. Tencent has been trying not to pay the “Apple tax” for a long...
333 Views
China Internet Weekly (8Jun2020): AMD Said Not to Buy AMD on Pinduoduo.
AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products. Kuaishou, the second largest short video app in China,...
334 Views
5G Delay and Disappointment - Will Murata Suffer?
In 'Lockdown To Accelerate WiFi 6: A Threat to Anticipated 5G Deployment?', we looked at Wi-Fi 6, comparing it with 5G. We noted that there is no...
442 Views
Amazon's COVID-19 ESG/CSR Blunders Are Fast Becoming Real Investment Risks
One of the challenges in taking an "alpha-first" approach to ESG investment research is that it isn't always possible to make the connection...
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