EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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AAPL CQ1 Guidance Likely a Miss, Busting IPhone X "Super-Cycle" Expectation
While many Apple Inc (AAPL US)Â analysts in the US are still living their Christmas dream, workers on the iPhone X production line at Hon Hai...
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Fed and IPhone X
Overnight Update: Jerome Powell is nominated by President Trump as the new Fed Chairman.  Apple's iPhone X...
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Tech into Energy Rotation Pays Off, as Dollar Finds a Floor...
The latest Apple launch has underwhelmed while growing regulatory pressure on the US web giants is driving a father rotation from extreme bullish...
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WDC Gets Apple in a Huff
A couple of years ago, Nidec (6594 JP) unveiled a small elongated haptic device, perfect for fitting into smartphones, and Apple (AAPL US) fell in...
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