Global Funds Increase US Underweight Under Trump Tenure
Global equity managers have increased their underweight to US Stocks to the highest levels in 7-years during the presidency of Donald Trump.Global...
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McKinsey AI Economic Impact, China Seeks AI Domination, Microsoft's AI Roadmap - AI Readings
McKinsey models an AI future and sees growth:The McKinsey Global Institute published a report that attempts to simulate the impact of AI on the...
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The Semiconductor Review August 2018
From China's YMTC making a splash a the annual Flash Memory Summit with its reveal of a new "Xtacking" approach to building 3D NAND to Huawei...
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AMD- Why Ryzen Desktop Surges But Mobile Lags
While the lion's share of investor focus has been on Advanced Micro Devices's opportunity in the data center server segment, the consumer PC...
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Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
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