The Week That Was in NorthAsia@Smartkarma: Chips, Cars, Revisions
This week in The Week That Was in NorthAsia@Smartkarma there were 50+ insights related to Japan and Korea outside hard events and IPOs/ECM which...
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Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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Semiconductors in the Age of AI
AI is the next big computing wave. After transitioning from mainframes to PCs to servers to Cloud-based data centres, computing is about to make...
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Taiwan Tax Reform: Positive to Domestic Investors but Only Marginal Impact to Corporates' Earnings
What's new?Taiwan Ministry of Finance announced yesterday a new tax reform (starting 2019 calendar year for 2018 income taxes) to cut personal tax...
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Asia: Developing Leadership
As all eyes are focused on Europeâthe current darling tradeâAsia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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