Internet of Things Will Change the World (Part 4) - Korea; Security & Telecom (Friend or Foe?)
Internet of Things Will Change the World. In part four of our series, we highlight the structural impact of IoT on the security industry in...
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Internet of Things Will Change the World (Part 3) - Korea; Revenge of the Telcos
Internet of Things will change the world. Part 3 of our series is about the Revenge of the Telcos. Internet of Things has the potential to...
283 Views
Samsung Electronics (005930): Three Points to Consider from Sale of Samsung Card Shares
1. Why 37.5 percent? Why not taking only 3.0 percent?This does not necessarily mean that this move is the step towards creating a financial...
231 Views
Sharp: Currying Favor
I don't know why I do this to myself. After Japan Jumping the Shark? Jumping the Sharp? I jump back in. Last week it was the Fonze. This week it's...
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China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
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