ARM Holdings: Softbank's "Android" - A Key Investment in Its Future.
We recently visited ARM Holdings in Cambridge and came away with a better appreciation of the time scale that Masa has alluded to (it is a...
194 Views
New Era of Softbank-Samsung Partnership? Son Met Lee Jay-Yong
What should we make of this meeting between Samsung's Lee Jae-yong and Softbank's Son? The timing of their meeting is so interesting. In fact, they...
203 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
319 Views
ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
362 Views
NTT: Thoughts About Further Buybacks
The previous Insight on NTT (9432 JP) approximately 6 weeks ago after Q1 earnings discussed the beat in expectations based on an acceleration of...
271 Views