Emerging markets PM, economist, CFA charterholder

Mark A. DeWeaver, PhD, CFA

Equity Bottom-Up

AviChina Industry & Technology H / Equity Bottom-Up

<p>On Tuesday (August 8), President Trump ratcheted up his anti-North Korea rhetoric to a new level, taking time out from a holiday at his Bedminster, NJ golf club to threaten the worker’s paradise with “fire and fury.” (See <a href="https://www.smartkarma.com/insights/trump-s-thundering-tweets-take-korea-to-the-brink-of-war" target="_blank" data-smartkarma-citation="insights:11910">Trump’s Thundering Tweets Take Korea to the Brink of War</a> for an excellent analysis of this development.) It seems the North’s propaganda machine, which has been fantasizing for years about drowning Seoul in a “sea of fire,” has met its match at last. But does this actually…</p>

On Tuesday (August 8), President Trump ratcheted up his anti-North Korea rhetoric to a new level, taking time out from a holiday at his Bedminster, NJ golf club to threaten the worker’s paradise with “fire and fury.” (See Trump’s Thundering Tweets Take Korea to the Brink of War for an excellent analysis of this development.) It seems the North’s propaganda machine, which has been fantasizing for years about drowning Seoul in a “sea of fire,” has met its match at last. But does this actually…

Chinese Defense Stocks Point to Tempest in Teapot, Not "Fire and Fury"

China

Chengdu CORPRO Technology Co., Ltd. designs, manufactures and sells integrated circuits, microwave components and other electronic components. The Company's products are navigation applications components, high-performance integrated circuits used in special industries, and navigation and positioning applications systems.

Chengdu Corpro Technology (300101 CH)

Chinese Defense Stocks Point to Tempest in Teapot, Not "Fire and Fury"

On Tuesday (August 8), President Trump ratcheted up his anti-North Korea rhetoric to a new level, taking time out from a holiday at his Bedminster,...

Mark A. DeWeaver, PhD, CFA