Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
225 Views
Proposed Sale of 49% of Singapore Mall Could Bring $3.3 Billion in Cash to LVS Japan War Chest
Las Vegas Sands Corp (LVS US) Chairman Sheldon Adelson has put the sale sign up on The Shoppes at Marina Bay Sands Mall in Singapore, strongly...
764 Views
A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
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China NEV - Driving in the Post-Subsidy World
It is well recognised that the New Energy Vehicle (NEV) growth in China (and elsewhere for that matter) has been fueled by subsidies with the...
576 Views
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
1.2k Views