Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
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Didi / Uber - More Good News for SoftBank
The Didi / Uber deal brings to an end a nasty price war - UK research firm eConsultancy reckons Uber lost US$1 billion in China - leaving Didi very...
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Korea Stock Market Monthly Recap #4 - (July 2016)
Key Events in July - Rebound from the Brexit announcement, driven by expectation of further delay in Fed's rate hikes coupled with increasing...
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Softbank's ARM Deal May Be A Boon to Samsung
It is absolutely true that ARM’s huge success during the mobile revolution can be mainly attributed to its neutrality stance. ARM’s perfectly...
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Softbank's Long ARM into the Internet of Things.
We have noted previously that Softbank was raising a lot of money from asset sales. Most recently Travis Lundy commented on the sale of Supercell...
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