Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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New FY1 PEs Could Be Even Lower Given Strong YTD Numbers in Japan......
We all know that Analysts rarely put a lot of effort into FY2 numbers until close to the end of FY1. If you did not know that please contact me I...
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Can Tech Save The Declining Japanese Apparel Industry? FashionTech Series (1/3)
In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies...
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Proposed Sale of 49% of Singapore Mall Could Bring $3.3 Billion in Cash to LVS Japan War Chest
Las Vegas Sands Corp (LVS US) Chairman Sheldon Adelson has put the sale sign up on The Shoppes at Marina Bay Sands Mall in Singapore, strongly...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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