Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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Renault/Nissan - More Noise, Less Certainty, More Path Risk
If you read the last two pieces in the series - Renault/Nissan/Mitsubishi - A Thinkpiece and Renault/Nissan/Mitsubishi - Moving Quickly? Maybe Not....
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Singapore 19 Sept: …On Changing Nature of Satellite Tech (But Also a Chance to Debate Key Issues)
This Tuesday Singapore gets a discussion on the changing nature, deployment, cost and so much more of space data....
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The Pathology of Fake News ... We Are All Perpetrators
This is not just often coming from Trump, Putin, China’s leadership or a slew of unverified stories on the Web, but is a pervasive and age old...
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Cobots: Key to a Step-Change in Robotics and Manufacturing Clusters?
Over the last decade the attitude towards cobots (collaborative robots) has changed from one of skepticism to enthusiasm. As the big players in the...
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