Tech Hardware Themes
The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud,...
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Sector Capsule: Mobile Phones in Vietnam
Feature phones declines by 12% in retail volume terms to six million units in 2017 Thanks to the high proportion of loyal users, feature phones...
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Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
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Silicon Stories F: Rebooting Microsoft
Thinking Outside the Xbox. In Satya Nadella's bestseller Hit Refresh (which sold out in Thailand during the first week!), the third Microsoft CEO...
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Microsoft Corp – Mixed Reality Or Mixed Reactions?
While the other companies of the FAMGA acronym[1] have been busy building “the best iPhone ever”, crushing the competition across a variety of...
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