Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
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CALTEX: First Casualty of the Electric Vehicle
A recent legislatorial update from Germany, proposing to ban the sale of new combustion engine vehicles by 2030, can’t help but remind us of the...
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Trump, OPEC and Uncertain Games
Most investors are in a state of complete confusion at the moment following the surprise election of President-elect Trump. Even many that thought...
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Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
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What Trump Means for Tech
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology...
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