Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
359 Views
Interview with DRAMexchange/Trendforce on DRAM Market Outlook
Summary 22% vs. 20%: Avril expects 2017 DRAM demand bit growth of 22% y/y, outpacing supply 's 20% y/y. Slower bit growth of 20% y/y for 2017 and...
346 Views
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
341 Views
5 Ways The Internet Of Things Will Influence Commerce
The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...
1.2k Views
AI & Machine Learning Disrupting The Healthcare Industry
In the omnipresenceĀ of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcareĀ at the forefront of a...
699 Views