Global Active Equity: Managers Ramp up Software Holdings
As Software companies look to become the key beneficiaries of a post-COVID world, we analyse allocations among active Global managers. We find...
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Sony – Narrowing Down Potential PS5 and Xbox Series X/S Prices
Both Sony and Microsoft have been unusually tight-lipped about pricing for next generation consoles. Given the important role that pricing appears...
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Reliance-TikTok: Possible Realisation of Mukesh Ambani’s Dream of a Technology-Driven Company
In our previous insight Microsoft: TikTok Deal Could Be a Strategic Fit but Rumoured Deal of US$10-30bn Seems Overvalued , we discussed about...
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Microsoft: TikTok Deal Could Be a Strategic Fit but Rumoured Deal of US$10-30bn Seems Overvalued
On 2nd August, Microsoft posted a blog post which stated that the company is “prepared to continue discussions to explore a purchase of TikTok in...
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AMD. Firing On All Cylinders While Intel Is Firing Their CTO.
AMD reported second quarter earnings of $1.93 billion, up 26% YoY and 8% sequentially, and some $80 million higher than the forecasted midpoint....
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