Toshiba Memory Deal Map - Deal on the 13th?
The last few days have seen a flurry of possible deals for Toshiba Corp (6502 JP)'s Toshiba Memory Corp unit proposed and re-proposed. Two...
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Taiwan (Overweight): Strong Performance Running Out of Steam? (Part 5 of 6)
Market CommentaryThe Taiwanese market has continued to perform strongly, led by shares in the technology companies which are integrated into the...
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The Week That Was in Greater China @Smartkarma: Best Inc IPO, Ctrip Results, China Macro Debate
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of September 2nd through September 8th and features a selection...
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JDI Visit: Tough FY18 but Company Confident. We Feel Some Apple Business Will Remain in FY19
We visited JDI to discuss the reasons for their selection of the Nomi plant for restructuring and to get an update on their overall recovery plan....
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EM Indices Losing Credibility, as N. Korea Raises Trade Conflict Risks
Global investors are increasingly viewing EM indices as no longer fit for purpose - Norway’s $980bn SWF has stated that EM debt exposure no longer...
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