A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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Rakuten: Mobile Pricing Disruptive with a Catch
It was worth the wait. Rakuten Mobile announced new pricing plans that are by far the simplest and cheapest (for data users) in Japan: unlimited...
440 Views
COVID-19 Sparks Economic Pandemic as Cases Outside China Surge
Markets plunged overnight as fears rose over COVID-19 potentially becoming a full-blown global pandemic. We highlight several of the most important...
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COVID-19: An Alternative Data Approach To Analysing China's Return To Work Status
With the markets finally seeming to reflect the real impact of COVID-19, all eyes are on China's progress in returning to work and restarting...
623 Views
Semiconductors & COVID-19: Apple's Profit Warning Is Just The Tip Of A Very Big Iceberg
Apple's profit warning in relation to the impact of COVID-19 earlier this week came as little surprise. The company is doubly exposed to China, on...
465 Views