Another Strong Guidance by Micron; 3D Xpoint and 1x Nm DRAM for 2017
Summary Strong 1Q17 guidance: Micron guides 1Q17 sales growth of 10-18% q/q and 48-60% y/y to US$4.35-4.70bn, beating Bloomberg consensus...
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2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
311 Views
SK Hynix & Seagate JV - What More Need To Be Done?
SK Hynix was reported to be seeking a partnership (JV) with Seagate. In fact, SK Hynix, in a regulatory filing on Dec 14, confirmed that it is...
196 Views
Times of Trouble: Italy, Europe, & Digital TV
Increasingly, Thai markets are expected to be more turbulent in 2017 than they had been in this year. With Renzi's defeat, most of the press also...
581 Views
2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
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