NPS Is Selling Big in Korea - Why?
NPS has been selling big in Korea in recent weeks. It was reported that NPS and other local pension funds sold nearly 6.5 trillion won of Korean...
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Micron Reports Solid 1QFY21, Adds New Twist to Strategy
Micron reported better-than-expected earnings in its January 7 earnings call, with a new strategy and technology leadership to improve...
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November Semiconductor Sales Continue Upward Trend
The just-released November chip sales figures showed surprising strength. This Smartkarma Insight explains why the chip market is burgeoning while...
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Solid State Storage and Memory in 2021: New Opportunities for Leaders and Startups
Solid State Storage/Memory enables new applications in 2021, fueling storage systems and embedded device established and startup companies.
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Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
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