Autonomous Driving- NVIDIA Perfectly Poised For Success
Nvidia's automotive business has risen like a veritable phoenix from the ashes of what was supposed to be the company's next big thing five years...
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Elang Mahkota Teknologi: The Most Diversified Online Group Plus Local Unicorn Play
Conference call with Elang Mahkota Teknologi Tbk (EMTK IJ) reveals its ambition to be the most diversified online player in the country. We...
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Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
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Qualcomm- Another US$1.23bn Fine to Euro; Legal Battles Positive for Broadcom's Hostile Takeover
SummaryAnother US$1.23bn fine to European Union antitrust regulator is not a surprise to us and we expect the leftover legal battles between...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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