ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
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Internet of Things Will Change the World (Part 6) - Korea: The Li-Fi Revolution
Light Fidelity (Li-Fi) is an ultra high-speed wireless communication technology that uses LED lights to access Internet wirelessly at 50 to 100...
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Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
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Andrew on Tech: Fan-Out Disruption After Apple A10 Fusion Introduction
After the first fan-out packaging application processor (AP) A10 Fusion introduced at Apple iPhone 7 launch event and manufactured by Taiwan...
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Bullish BAIDU Out of Triangulation
Baidu is poised to see a significant run higher out of triangulation noted in charts below. We remain bullish China and H shares outside of a...
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