Silk Roads Part 3:Â China and OBOR Investment
The stock of foreign direct investment into the "One Belt One Road" bloc is a small share of global investment; nonetheless, the bloc's share of...
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Cybersecurity as an Investment Theme (Part 2)
By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better”...
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Cybersecurity as an Investment Theme (Part 1)
The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn...
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Analog Chip Demand Still Cruising Along in Autos, but Valuations Are in Overdrive
In our August 2015 Technology Observer, "Driving Through the Fog Around Analog," we highlighted several key themes that investors should consider...
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Innovative Transformation of Singapore's Technology Sector
The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake...
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