Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. The question tends...
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What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
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Analog Chip Demand Still Cruising Along in Autos, but Valuations Are in Overdrive
In our August 2015 Technology Observer, "Driving Through the Fog Around Analog," we highlighted several key themes that investors should consider...
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Innovative Transformation of Singapore's Technology Sector
The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake...
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Softbank's Modest Beat in 2Q16/17. Focus Is on Long Term Value Generation
Softbank's results were ahead of expectations, boosted by margin expansion in domestic telecom while headline net income was boosted by...
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