A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies
While DRAM and NAND Flash, and to a lesser extent NOR Flash, rightly garner the lion’s share of media and investor attention, multiple competing...
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Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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SMIC Guides Likely 4Q17 Losses? No Wonder Dr. Liang Is Needed
SMIC guides likely 4Q17 losses?After an inline 3Q17 sales/earning numbers, Semiconductor Manufacturing (981 HK) guides 4Q17 sales growth of 1-3%...
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Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal
SummaryWe believe the merger news is somehow reliable as Broadcom CEO Hock Tan said at TSMC's 30th Anniversary Celebration Forum on October 23 that...
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