China Macro and Geopolitical Briefing
With only 40+ days left before the Presidential Election in the U.S, China is wisely taking a laissez faire approach to the bilateral issues and...
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BYD Electronics (285): Where Is the Margin At?
The share price increase of close to 10% today makes a more attractive entry point to shorting BYD Electronics.
395 Views
Morpho: Morphing from Smartphones to Other Applications and It’s Cheap
$engages in the research, development and licensing of image processing technologies in Japan. The company offers image stabilisation,...
330 Views
Taiwan: Recession? What Recession? A Model Democracy Combats Covid
Taiwan's industrial production has expanded in each of the last 5 months, accelerating in June 2020 to 7.3% YoY growth. This reflects the fact...
407 Views
Foxconn’s Investment of US$1bn in India Further Confirms Apple’s Intention to Move Away from China
Since last year, Foxconn has gradually started expanding its foothold in India and we have covered each of these developments in our previous...
405 Views