U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
 As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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PC Partners (1263 HK): Better Times Ahead as Data Center Operations Are New Growth Engine
PC Partner (1263 HK) has been an extremely volatile 'beast' over the past 24 months. Last year the share price peaked at 7.5 HKD while it currently...
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Another Move by Denso to Accelerate Its ADAS Game
It was reported last week that Toyota Motor (7203 JP) and Denso Corp (6902 JP) will partner again to form a separate venture that would assist the...
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Intel. A Most Revealing Insight Into How The Company Views & Manages Its Competitive Positioning
Late last week an internal Intel Corp document was leaked and it contained some very frank and surprising admissions from the company regarding the...
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Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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