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...
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ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
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5 Reasons You Should Avoid Apple and Its Supply Chain for Next Few Years
If Apple is running out of ideas by introducing a new product by changing color and material instead of new "WoW" features, this is suggesting...
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Internet of Things Will Change the World (Part 6) - Korea: The Li-Fi Revolution
Light Fidelity (Li-Fi) is an ultra high-speed wireless communication technology that uses LED lights to access Internet wirelessly at 50 to 100...
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Globalfoundries Is Jumping Directly to 7nm by Skipping 10nm
Globalfoundries announced to jump directly to 7nmIn line with our earlier report "Will TSMC Win 7/10nm Again Against Samsung and Intel" dated...
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