Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
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Texas Weather Deals Second Blow to Automotive Chip Supply Chain
A chip shortage is preventing the automotive industry from returning to full volume. Meanwhile Japan's earthquake and bad weather in Texas are...
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Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
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Does an Apple Tie-Up Make Sense for J-Autos?
In the search for potential suitors for Apple's entry into the EV space we examine the likelihood of the major Japanese auto manufacturers...
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Apple - Dumping Hyundai Motor Group in Favor of Japanese Auto Companies to Develop EVs?
On 5 February, a Bloomberg article mentioned that the recent talks between Apple Inc (AAPL US) and Hyundai Motor Group have been put on hold. Apple...
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