Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
410 Views
Applied Materials to Acquire Kokusai Electric; The Businesses Complement Each Other Well
Applied Materials (AMAT US) on Monday (01st July 2019) announced that it is to acquire all outstanding shares of Japanese peer Kokusai Electric in...
499 Views
Smartkarma’s Week That Was in JP/KR: Tokyo Electron, Suruga Bank, & Depreciating KRW
KOSPI is up 1.3% YTD. KRW has depreciated 5.6% versus USD YTD. Nikkei is up 2.0% YTD. Yen has appreciated 1.3% versus USD YTD. In the past week,...
624 Views
Last Week in Event SPACE: Renault/Fiat, Tokyo Electron, Vocus, Sanyo Chem, Glow Energy, PCCW
Last Week in Event SPACE ... No mangalores, but it is difficult to understand how Jean-Dominique Senard would agree to an implied number which...
610 Views
Semiconductor WFE Outlook. Things Are Worse Than They Appear And Won't Get Better Any Time Soon.
In the wake of the latest round of earnings reports, a clearer picture of the semiconductor WFE sector is emerging and it's not pretty. While the...
686 Views