Still Bearish, But On Watch for Bear Market Rally; Buying Toshiba 6502-JP, Defensive Sectors
The $DAX and Hang Seng are reversing their downtrends while China $MCHI and China Internet $KWEB are currently testing their respective multi-month...
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Global Indexes Approaching Major Resistance
Broad global indexes are bumping up against logical downtrend resistance. As a result, our outlook remains cautious and our baseline expectation...
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Global Equity Strategy:Â Cautious Outlook Intact; Defensive Sectors Remain Leadership
Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Our outlook for global equities...
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The Week That Was in NorthAsia@Smartkarma: Bain, Vitalik Buterin, & Suh Kyung-Bae
Japan SK Hynix Inc (000660 KS) has been flying high recently. Pelham Smithers Associates writes about Toshiba Finalizing Chip Sale to Bain Group -...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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