Autonomous Driving- Baidu, China's National Champion
When it comes to autonomous driving in China, Baidu stands out as the obvious leader. Its role as such was cemented in November 2017 when the...
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Paradigm Shift: A Bigger Slice of Apple's Service Pie
If you have been an investor in Apple Inc (AAPL US) this year – it has certainly been a bumpy ride – well, at least until May 1st, 2018 when it...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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Naver & Druking - What Is This All About?
Naver Corp (035420 KS) has been wrapped in a controversy surrounding the Druking (pronounced "Drewking") scandal in the past two weeks, negatively...
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‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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