Does Micron's Lower Guidance Mean Doom for Tech?
Does Micron's reduced guidance imply that the semiconductor market is about to fall? Not quite, as today's weakness is limited to the consumer...
366 Views
Softbank Group - First Look at Q1 22 Performance
Public valuation losses again exceeded $10bn as a last day meltdown for SenseTime marred an otherwise stable quarter for China. Global tech,...
496 Views
Earning excess returns in commodities
Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...
239 Views
GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
360 Views
Q1 Memory Results Down, But Encouraging
The semiconductor memory business - DRAM and NAND flash - is doing very well, with revenues over 20% above the year-ago quarter, and good...
329 Views