The Market Sentimentalist - New-FANG-Led Technology
Summary “There is a time to smile, a time to cry, A time to live, a time to die, A time to sell and a time to buy” Our thoughts on technology...
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US Equity Market Looking Increasingly Expensive
If you were simply to take the overall US stock market behaviour since the start of the year, you would have reason for mild contentment. The...
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Tencent's WeChat Is China's Dominant Mobile Gateway
Tencent (700 HK) has been our top thematic pick on the strength of its wireless platform. Recent reports from the company highlight the consistent...
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Valuations May Prove Key As Early Japanese Results Highlight Sell-Side Optimism
Although it isn't necessarily the case that the earlier a Japanese company reports its earnings, the better run it is, there's no real surprise...
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Qualcomm Has More Enemies than Friends; Tech Groups Urge Trump to Continue FTC Antitrust Suit
What's new?A group of technology companies (PC, TV, telecom product, and semiconductor fabless/IDM vendors) and automobile manufacturers sent a...
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