Looking Long or Short Term on TSMC?
Taiwan Semiconductor Mfg. Co. Ltd. reports a better 2Q16 and guides a stronger 3Q16 but hints 4Q16 inventory and demand adjustment. We believe most...
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Brexit; Unintended Consequences
In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some...
330 Views
Suprema (236200) - Global Leader in Fingerprint Biometrics Post Spin-Off (Part 1)
If you are an investor with long-term horizon (3-5 years), Internet of Things (IoT) is probably one of the BIG game changing trends that you...
368 Views
CRS/AEOI: The Next FATCA …And Which May Affect Even More Asia Accounts
I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I...
340 Views
The Path to No Brexit
In my last piece I discussed why I thought an actual Brexit was unlikely despite the result of the referendum last week. This piece answers some...
412 Views