Micron Technology's Tough Call
Micron's June 25 earnings call was clearly a very difficult event for the company's executives. Not only is the company suffering the impact of a...
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Alibaba (BABA US): Early Thoughts on the Hong Kong Listing
Alibaba Group Holding (BABA US) seems to be going ahead with its rumoured secondary listing in Hong Kong. According to some media reports, Alibaba...
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Weekly Oil Views: Trade War Returns to Haunt Oil but Don't Discount a Breakthrough
Crude suffered the biggest one-day drop of the year on Thursday (May 23), as fears of economic headwinds from an intensifying US-China trade war...
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Huawei Investment & Holding– In the Eye of the Storm (Part I)
Huawei Investment and Holding Co. Ltd. (“Huawei”), a parent of Huawei Technology (40978Z CH) , has been in the news on the Sino-US trade war from...
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Geopolitical Comment: Trade War Between US and China Escalates After Breakdown in Talks
This Geopolitical Comment comes out only two weeks after the previous issue. We feel compelled to provide our commentary on the breakdown of...
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