Fed Ignores EM Pain, as Dollar Rally Accelerates…
The Fed has reiterated its tightening path, despite pleas from EM central bankers and warnings from Ben Bernanke that the US economy is heading...
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MSCI ACWI’s Advance Continues: U.S. And Emerging Markets Leading the Way
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March with the U.S. and Emerging Markets leading the move....
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Renesas: A Quick Look at Peer Valuations
Updating our peer valuation comps from Renesas' offering last year, we find just modest changes with most of them trending in Renesas' favour. In...
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Renesas Offering Round 2: Initial Thoughts
We examine the latest offering of Renesas Electronics Corp (6723 JP)'s stock as the INCJ continues to reduce its stake in the automotive...
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Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1
Sales of automotive semiconductors soared an astounding 26% in 2017 to $38 billion, propelling them into the fastest growing category of...
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