bullish
Bearish Tech Stance Still Performing, as 5G Rollout Looms
359 Views19 Nov 2018 10:35
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
- Bearish Tech Stance Still Performing, as 5G Rollout Looms19 Nov 2018
- ‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…24 Apr 2018
- Dollar Bears Focus on Twin Deficits, as China Fears Imply Software Led 5G Rollout21 Feb 2018
- Beijing Hubris Risks Policy Error, as Europe Becomes Key For US Yields…22 Jan 2018
x