Bearish Tech Stance Still Performing, as 5G Rollout Looms
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
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Japan's New But Not New Govt-Backed PE/Engagement Fund
METI announced a reorganization of the INCJ (Innovation Network of Japan) this past summer. The INCJ was originally set up in July 2009, tasked...
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Sharp Seller "Needs" May Not Be What You Think
A children's rhyme involving the wiggling of childrens' toes goes...This little piggy went to market,This little piggy stayed home.This little...
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AAC Tech (2018): H1 Review, Augmented Reality as New Growth Driver
This is the first time since the Q2 2014 that AAC Tech experienced negative revenue growth while gross margin is also being shaved. MEMS components...
475 Views
The Netease Reversal (NTES-US)
Holdings in Netease Inc (Adr) (NTES US) among GEM investors saw an incredible rise during 2013-2017. Now we see investors heading for the hills. ...
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