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  • Aging Population May Keep Global Growth Muted
    Macroeconomic Analysis

    Aging Population May Keep Global Growth Muted

    An aging population is likely to keep global economic growth muted in the years to come. This is primarily because the dynamics of the population are rapidly changing.

    By Rick Rieder
  • Why HP Sold Its 51% Stake in H3C Technologies This Month
    Earnings Report

    Why HP Sold Its 51% Stake in H3C Technologies This Month

    On May 21, 2015, HP (HPQ) officially announced the sale of its 51% share in H3C Technologies to China-based Tsinghua Holdings subsidiary, Unisplendour.

    By Anne Shields
  • uploads///part  steel
    Basic Materials

    How to Counter China: Steel Could Show the Way

    China (FXI) exported 5.56 million metric tons of steel in December, a yearly fall of 1.9%.

    By Mohit Oberoi, CFA
  • uploads///A_Semiconductors_NVDA_performance and functionality of accelerators
    Company & Industry Overviews

    Why Competition Is Heating up for NVIDIA in the AI Space

    Many companies are shifting their focus toward AI, which has been increasing the competition for NVIDIA (NVDA).

    By Puja Tayal
  • uploads///handshake _
    Consumer

    US-China Talks: Can ‘Miles and Miles’ Be Covered in Five Weeks?

    With about five weeks remaining in the trade truce, Commerce Secretary Wilbur Ross said yesterday that the US was “miles and miles” away from a trade deal with China.

    By Mohit Oberoi, CFA
  • uploads///Graphics
    Earnings Report

    NVIDIA Stock Rose 9% despite Lower Revenues in Q4

    On February 14, NVIDIA stock rose as high as 9% in the after-hours session. The company expects strong growth in the second half of 2019.

    By Puja Tayal
  • uploads///A_Semiconductors_US imports of manifactured goods
    Technology & Communications

    US–China Tariffs Could Hurt US Companies and Consumers

    Micron (MU) can’t pass on the cost of these tariffs to customers, as it operates in a price-sensitive memory chip market.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    Fiscal 3Q17: An Activity-Filled Quarter for Nvidia

    Nvidia (NVDA) took the stage in the past three months by launching a series of Pascal GPUs aimed at high-end and mainstream customers. Nvidia’s fiscal 3Q17 earnings are expected to be released in the first week of November.

    By Puja Tayal
  • uploads///
    Earnings Report

    Can Cisco’s Switching and Routing Revenue Continue to Fall?

    Cisco Systems’ (CSCO) Switching business revenue has fallen 4.0% YoY (year-over-year) to $10.5 billion in the first nine months of fiscal 2017.

    By Adam Rogers
  • uploads///A_Semiconductors_stock reaction of US CHina trade talks
    Technology & Communications

    How US-China Trade Talks Are Progressing

    Previously in this series, we saw that after seven months of the trade war and failed negotiations, the United States and China (FXI) are finally showing some concrete commitments.

    By Puja Tayal
  • uploads///Chinas Industrial Production in May
    Macroeconomic Analysis

    China’s Industrial Production Rises: Is Investor Confidence Back?

    On a year-over-year basis, China’s industrial production increased to 6.0% in May 2016. That’s the same pace as April.

    By Sarah Sands
  • Consumer

    Why market reactions to the China-Vietnam tensions are mixed

    Though the recent tensions in the South China Sea seem to have gathered much attention, the markets don’t seem to have factored in the conflict.

    By Surbhi Jain
  • uploads///China smartphone market
    Company & Industry Overviews

    Apple Ranks 4th in China while China’s Smartphone Shipments Fall

    China’s (FXI) smartphone market saw its first annual decline in 2017, according to research firm Canalys. Total shipments declined 4.0% in 2017 to 459.0 million units.

    By Sanmit Amin
  • uploads///part  china nov car sales
    Macroeconomic Analysis

    Can China Recover Like It Did in 2016?

    In some aspects, 2018 looked like 2015 for investors. Like in 2015, China’s (BABA) slowdown spooked investors in 2018.

    By Mohit Oberoi, CFA
  • uploads///Iran Trade Statistics With Top Five Trading Nation in
    Miscellaneous

    Iran Could Become OPEC’s Leading Natural Gas Producer

    The market is expecting that after the ban is lifted, Iran will be the leading natural gas producer in OPEC. The cartel has been led by Saudi Arabia.

    By Rabindra Samanta
  • uploads///
    Earnings Report

    What Will Drive Services Revenue for Apple?

    Emerging markets such as China and international markets such as Japan have contributed significantly to Apple’s Services segment over the years.

    By Adam Rogers
  • uploads///iron rods _
    Basic Materials

    New Probe Shows Fault Line in Trump’s Tariffs

    After the imposition of Section 232 steel and aluminum tariffs last year, several observers warned that we could see a spike in downstream imports.

    By Mohit Oberoi, CFA
  • Financials

    US and China avoid contentious issues at the APEC meeting

    Both China and the US decided to steer clear of more contentious issues at the meeting. Accordingly, the disputes over Hong Kong and cyber space were not even brought up.

    By Surbhi Jain
  • uploads///A_Semiconductors_INTC_Memory earnings Q
    Company & Industry Overviews

    How Things Are Going for Intel in the Memory Market

    Intel (INTC) is expanding its data-centric business beyond data centers into the IoT (Internet of Things), 5G, FPGAs (field-programmable gate arrays), and memory.

    By Puja Tayal
  • uploads///A_NVDA_Q Gaming revenue drivers esports
    Company & Industry Overviews

    What Could Drive NVIDIA’s GeForce Unit Sales

    Growth opportunities in the gaming market NVIDIA’s (NVDA) GeForce business unit has a history of strong growth. The company expects the growth to continue in coming years as the gaming market evolves with the increasing popularity of eSports, AAA games, gaming notebooks, and VR (virtual reality). At NVIDIA’s 2017 Investor Day, GeForce senior vice president […]

    By Puja Tayal
  • uploads///CL ANR
    Consumer

    Why SunTrust Upgraded Colgate-Palmolive Stock

    On October 11, 2017, SunTrust Robinson Humphrey upgraded Colgate-Palmolive (CL) stock to a “buy” from “hold” and increased the target price.

    By Amit Singh
  • uploads///macro _
    Consumer

    Why China’s Slowdown Couldn’t Have Come at a Worse Time

    The global economy is closely watching China for fresh signs of a slowdown, which could threaten global growth.

    By Anuradha Garg
  • uploads///Mobile Wireless Infra Market Shares
    Company & Industry Overviews

    Cisco and Ericsson Join Hands to Take on Huawei

    On November 9, Cisco and Ericsson announced a major partnership where both companies would develop new products. Both face competition from nokia and Huawei.

    By Puneet Sikka
  • uploads///The WTI and the dollar index move in opposite directions
    Macroeconomic Analysis

    The Strengthening US Dollar Has Affected Oil Prices

    Weak global demand and a strengthening dollar have affected oil prices.

    By Russ Koesterich, CFA
  • uploads///man _
    Basic Materials

    Election Over, Market Still Undecided

    We know the nation is politically divided, and now the market is showing us its split personality as well.

    By JP Gravitt
  • Financials

    Europe and China ready to jump-start their economies

    Unconventional stimulus measures from central banks usually end up injecting liquidity in global financial markets. They’re especially relevant to emerging market economies.

    By Phalguni Soni
  • uploads///ACWI
    Financials

    Must-know: Which safe havens are truly safe?

    Although not considered safe haven assets, in the current context of high geopolitical risk and consequently volatility, investors could consider investing in sectors like energy and large cap companies.

    By Russ Koesterich, CFA
  • uploads///Aggregate Finacing
    Consumer

    Can China Manage Growth without Fueling a Debt Crisis?

    While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.

    By Anuradha Garg
  • uploads///part
    Macroeconomic Analysis

    Are the Markets Too Optimistic?

    Market participants were caught by surprise when they read that the Federal Open Market Committee’s members were concerned about slowing growth in the US economy during 1Q17.

    By Ricky Cove
  • uploads///
    Company & Industry Overviews

    Apple to Roll out Second Generation Watch amid Falling Smartwatch Sales

    After the Apple Watch (AAPL) was launched in April 2015, Apple is largely expected to unveil its second generation watch on September 7, 2016.

    By Adam Rogers
  • Financials

    Will economic growth raise Chinese equities like FXI in 2014?

    This article considers China’s prospects to see its equity market rally once again after a few years of soft landing–induced tightening.

    By Marc Wiersum, MBA
  • uploads///China PMI
    Macroeconomic Analysis

    Slower Growth Has a Silver Lining!

    Slower growth has a silver lining: the potential for greater monetary and fiscal stimulus.

    By Russ Koesterich, CFA
  • uploads///GTX TitanX
    Earnings Report

    What Factors Make Nvidia Appeal to Investors?

    In 1Q16, Nvidia’s gaming revenue stood at $587 million—an increase of 25% on a YoY basis. For 2Q16, Nvidia expects revenue of $1.01 billion.

    By Anne Shields
  • Financials

    Is China’s real estate bubble getting out of control again?

    With new properties developing slower, the current price levels in China could in fact be supported. The risk for the future of housing prices is more likely to be associated with China’s GDP.

    By Marc Wiersum, MBA
  • uploads///China steel production
    Macroeconomic Analysis

    China’s Steel Production Outlook Pressures Iron Ore Prices

    According to the China Iron and Steel Association, China’s 2015 crude steel output could decline by as much as 2%. This estimate is lower than CISA’s March estimate of a 1.1% decline.

    By Anuradha Garg
  • uploads///Car revolution
    Company & Industry Overviews

    Google Could Put Self-Driving Cars on the Roads by Summer 2015

    With a fleet of almost 20 self-driving cars, Google now averages ~10,000 self-driving miles per week. Google claims that its cars have 75 years of US adult driving experience.

    By Anne Shields
  • uploads///borrowed funds fueled rise in stocks
    Macroeconomic Analysis

    Why a Chinese Market Slump Won’t Affect the Economy

    The Chinese market slump is not likely to dampen consumer spending or affect the economy. Stocks make up a mere 15% of Chinese household financial assets.

    By Russ Koesterich, CFA
  • Financials

    Why emerging markets offer value to your portfolio

    Truth: Emerging markets offer value. Given that they’re generally growing faster than their developed world counterparts, emerging markets still look cheap by most metrics.

    By Russ Koesterich, CFA
  • uploads///Series  A
    Earnings Report

    What Can Investors Expect from Qualcomm’s 1Q16 Earnings?

    According to the Qualcomm’s fiscal 1Q16 guidance, non-GAAP EPS is expected to be in the range of $0.80–$0.90, lower than the fiscal 4Q15 EPS of $0.91.

    By Puja Tayal
  • Earnings Report

    What Analysts Expect of Walmart’s Top Line in Fiscal 1Q18

    Analysts expect Walmart (WMT) to report sales of $117.8 billion in fiscal 1Q18, representing an improvement of 1.7% compared to fiscal 1Q17.

    By Amit Singh
  • uploads///Twitter metrics increase
    Earnings Report

    Twitter’s Project Lightning Could Be Called ‘Moments’

    Twitter’s Project Lightning will let users view a collection of tweets with images and videos of a specific event without following individual accounts that have tweeted on the event.

    By Matilda James
  • uploads///
    Earnings Report

    Where’s HP in the PC Market Now?

    Market research firm IDC has estimated worldwide PC shipments of 70.2 million units in 4Q16—a fall of 1.5% YoY.

    By Adam Rogers
  • uploads///A_Semiconductors_INTC rev by buss Q
    Company & Industry Overviews

    Intel’s Revenue Guidance Suffers Setback due to Demand Weakness

    In the first quarter, Intel (INTC) saw demand pressure in the data center market as its customers, especially in China (FXI), shifted to absorbing the excess capacity they purchased in the first nine months of 2018.

    By Puja Tayal
  • uploads///Chinas transition
    Macroeconomic Analysis

    IMF Provides a Positive Assessment of China’s Economy

    In a press conference on June 14 on its annual Article Four Staff Report, the IMF provided a positive assessment of China’s economy.

    By Lynn Noah
  • uploads///A_Semiconductors_TXN rev QoQ growth rate Q
    Earnings Report

    Texas Instruments’ Q4 Earnings Might Hint at Cyclical Slowdown

    TSMC is set to report strong revenue in the fourth quarter of 2018, but its first-quarter 2019 earnings will likely be hit by weak sales of Apple’s (AAPL) iPhones.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC Mobileye EyeQ chips
    Earnings Report

    Progress Report: Intel’s Mobileye Business

    Mobileye reported 37% year-over-year growth in the company’s second-quarter revenues as the adoption of its ADAS solutions increased.

    By Puja Tayal
  • uploads///chinese household wealth
    Macroeconomic Analysis

    China Still Offers Some Opportunities

    China still offers some bright spots of opportunity for investors. The equity market slump in China (YINN) is not likely to affect the Chinese consumer.

    By Devan Kaloo
  • uploads///Japan Nominal GDP in Current and  Dollars
    Financials

    Will “Abenomics” bring real growth to Japan’s economy?

    Japan’s economy versus the U.S. economy The below graph reflects trends in Japan’s gross domestic product (GDP) measured in U.S. dollars as of 2005 and 2013. Japan’s Gross Domestic Product (GDP) in 2012 was approximately $6 trillion USD, versus the U.S. GDP of approximately $16 trillion USD (so Japan’s economy is approximately 38% the size […]

    By Marc Wiersum, MBA
  • uploads///Chinas Burgeoning Debt Burden
    Company & Industry Overviews

    What Do Hedge Fund Managers Have to Say about China?

    Hedge fund managers have expressed mixed opinions about the Chinese economy. China’s total debt-to-GDP ratio is currently in the range of 240%–270%, compared to 150% a decade ago.

    By Lynn Noah
  • uploads///Series  A
    Company & Industry Overviews

    How Will AMD’s Price Strategy Impact its Earnings?

    In fiscal 1Q16, Advanced Micro Devices reported strong guidance for fiscal 2Q16, whereas behemoths Intel and Qualcomm reported weak guidance.

    By Puja Tayal
  • uploads///yuan exchange rate
    Miscellaneous

    Chinese Yuan Will Benefit from Being a Reserve Currency

    The monetary authority in China (FXI) (YINN) worked to get greater international recognition for the yuan. There are benefits to being a reserve currency.

    By Surbhi Jain
  • Consumer

    Why consumer confidence in China has declined long-term

    This series explores the implications of China’s gradual transition to a more consumer-oriented economy.

    By Marc Wiersum, MBA
  • uploads///Chinas Stock Market Turbulance Over Last Decade
    Company & Industry Overviews

    Are There Parallels in China’s Stock Market Bubbles?

    The bubbles created in China’s stock market in 2007 and 2015–2016 show that stocks fell ~65.0% and ~41.0%, respectively.

    By Mary Sadler
  • uploads///checkmate _
    Macroeconomic Analysis

    US-China Trade Threats Continue to Escalate

    On September 14, Donald Trump indicated that he wants to move ahead with tariffs on $200 billion in Chinese imports.

    By Anuradha Garg
  • uploads///Part
    Company & Industry Overviews

    Can Under Armour’s Growth Model Cope With These Threats?

    Key threats to the company include higher labor costs and greater regulation. After the Bangladesh factory tragedy, stricter regulations can be expected.

    By Phalguni Soni
  • uploads///India Manufacturing PMI on Rise
    Macroeconomic Analysis

    Improved Manufacturing in India, But Recovery?

    The Nikkei India Manufacturing PMI for April 2017 matched its reading for the previous month.

    By Mary Sadler
  • uploads///BLK DM and EM china exposure
    Macroeconomic Analysis

    How Worried Should We Be about China?

    From the fastest-growing emerging market to casting a shadow over global growth, the Chinese economic story has indeed come a long way.

    By Ewen Cameron Watt
  • uploads///A_Semiconductors_AMD_EPYC server momentum
    Company & Industry Overviews

    How Did AMD Boost Adoption of EPYC Server CPU?

    Advanced Micro Devices (AMD) developed an EPYC server CPU (central processing unit) that offered a better price-to-performance ratio than Intel’s (INTC) Xeon server CPUs.

    By Puja Tayal
  • uploads///C_Semiconductors_MU_gross margins Q
    Earnings Report

    Micron’s Technology Transition Is Evident in Gross Margin

    Micron Technology’s (MU) second-quarter revenue guidance suggests that the memory industry is entering a cyclical downturn.

    By Puja Tayal
  • uploads///A_Semiconductors_Infineon and peers YoY growth
    Company & Industry Overviews

    STM and NXPI Fall on Infineon’s Reduced Fiscal 2019 Guidance

    The semiconductor industry is set to report its worst quarterly results in a long time in the second quarter.

    By Puja Tayal
  • uploads///globe trotter __
    Consumer

    Nasdaq Flirts with Down 10%…in October

    So this is painful. Very few were perfectly positioned into this selloff.

    By JP Gravitt
  • uploads///Japan Real Exports Imports
    Financials

    Why we could see a new trend in Japan’s exports and imports

    Japan’s import and export dynamics The below graph provides a clearer picture of the import and export dynamics of the Japanese economy. By using 2005 as a base year and adjusting for inflation or deflation, the graph shows how exports and imports have changed on a “real” basis, as opposed to a “nominal” basis. Viewing […]

    By Marc Wiersum, MBA
  • uploads///Japan vs Europe
    Financials

    Christine Lagarde of the IMF sees a 3-speed economy (Part 1)

    Christine Lagarde, the managing director for the International Monetary Fund, sees a three-speed global economy In her speech at Brookings Institution in early June, Lagarde mentioned that the global economy has shifted this year towards a three-speed economy, versus the two-speed economy coined by PriceWaterhouseCoopers half a year ago. You can broadly categorize the three […]

    By Dale A. Norton, ME
  • Industrials

    Why China’s slowing consumption demand is an important threat

    Real estate and construction are the two important drivers of China’s economic growth. They account for more than 20% of China’s gross domestic product (or GDP) when you also factor in cement, steel, chemicals, furniture and other related industries.

    By Surbhi Jain
  • uploads///Graphics
    Technology & Communications

    Semiconductor Stocks Fall as Trump Imposes Ban on Huawei

    Semiconductor stocks fell once again as President Trump played another card in the United States’ trade war with China.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM licensing revenue headwinds
    Company & Industry Overviews

    How the Qualcomm-Apple Licensing Dispute Is Coming Along

    Qualcomm is currently in a lengthy licensing lawsuit with its largest customer, Apple (AAPL), and there seems to be no sign of resolution.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Gauging Qualcomm’s Position to Tap the Data Center Space

    Qualcomm expects data center to provide an $18-billion opportunity by 2020. The US would be the largest market, and China would be the second-largest.

    By Puja Tayal
  • uploads///Tail risk
    Industrials

    Markets Look at US-China Trade Talks as Slowdown Concerns Multiply

    Today, another round of trade talks started in Beijing.

    By Anuradha Garg
  • uploads///last
    Earnings Report

    ArcelorMittal’s Key Risks in 2H15: Investor Must-Knows

    ArcelorMittal faces certain macro risks. We’ll discuss these risks in this part of our series.

    By Mohit Oberoi, CFA
  • uploads///eBay revenue growth rate_Q
    Earnings Report

    eBay Posts Better-Than-Expected 1Q15 Earnings

    eBay (EBAY) announced better-than-expected 1Q15 earnings last week. The company’s overall revenues increased by 4% to $4.45 billion year-over-year.

    By Puneet Sikka
  • uploads///
    Company & Industry Overviews

    Why Fitbit Continues to Lead the Wearables Market

    IDC expects the wearables market to grow 20.3% from 2016 to 2020. Total shipments are projected to rise from 79 million in 2015 to 101.9 million in 2016.

    By Adam Rogers
  • Financials

    Why China’s trade is good for Apple’s sales in China

    China is becoming a relatively less expensive manufacturing base, although it’s also becoming a source of stronger revenues for companies like Apple.

    By Marc Wiersum, MBA
  • uploads///Correlation of Natural Gas With Crude Oil
    Miscellaneous

    How’s Natural Gas Correlated to Crude Oil?

    In the past year, the correlation rose between natural gas and crude oil. During August 2015 and December 2015, the 30-day correlation rose significantly.

    By Rabindra Samanta
  • uploads///Series  A
    Miscellaneous

    What Revenue Synergies Would a Fairchild-ON Merger Bring?

    Looking at revenue synergies, we see that Fairchild’s strong portfolio in the high voltage and medium voltage power semiconductor market complements ON’s low voltage and small-signal market.

    By Puja Tayal
  • uploads///Part
    Company & Industry Overviews

    Skechers’ China Sales Rise: What’s the Growth Outlook?

    China has been an important element in Skechers’ success in international markets. Sales from China rose to $220 million in 2015 from $86 million in 2014.

    By Phalguni Soni
  • uploads///taiwan unemployment rate
    Macroeconomic Analysis

    EWT Rises 1.78%, Taiwan’s Unemployment Rate Holds Steady at 3.75%

    On June 22, the National Statistics Office of the Republic of China reported unemployment figures for the economy of Taiwan.

    By Surbhi Jain
  • uploads///Malaysias Trade Surplus Surges in June
    Macroeconomic Analysis

    What’s behind Malaysia’s Large Trade Surplus in June 2017?

    Malaysia’s trade surplus jumped to 9.9 billion Malaysian ringgit (MYR) (about $2.3 billion as of August 11, 2017) in June 2017—an 80% rise YoY.

    By Mary Sadler
  • uploads///e commerce India market size
    Macroeconomic Analysis

    Delhivery Raises $85 Million: Signifies India’s E-Commerce Growth

    According to a May 6 report from TechCrunch, Indian e-commerce logistics startup Delhivery raised $85 million in funding a few months after it raised $35 million.

    By Puneet Sikka
  • Financials

    Analysis: Why China’s export growth rates are slowing

    China’s export growth declines The below graph reflects an apparent decline in the rate at which Chinese exports and imports have been growing. The red line reflects the rate at which exports exceed imports (trade surplus). Though growth rates in trade declined in the wake of the year 2000’s dot com bubble and the 9/11 […]

    By Marc Wiersum, MBA
  • Financials

    Are we seeing the end of Japan’s 30-year investment collapse?

    This series explains why Japan’s investment decline happened and what might happen in the future under “Abenomics.”

    By Marc Wiersum, MBA
  • uploads///Yum China
    Fund Managers

    Why Druckenmiller Is Optimistic about Chinese Consumer Stocks

    Druckenmiller’s firm bought 710,200 shares of Alibaba (BABA) in 2Q17. The holding accounted for nearly 5.4% of the firm’s portfolio in 2Q17.

    By Sarah Sands
  • uploads///A_Semiconductors_NVDA gaming revenue Q
    Company & Industry Overviews

    NVIDIA’s Gaming Revenue Declines May Be Temporary

    NVIDIA’s (NVDA) revenue declined due to weakness in the Gaming and Data Center segments.

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_US CHina trade deficit
    Company & Industry Overviews

    The US–China Trade War Impacts Apple

    A study by Bank of America Merrill Lynch noted that US labor is 2.6 times more expensive than Chinese labor, which could increase Apple’s product prices by 20%.

    By Puja Tayal
  • uploads///japan GDP
    Miscellaneous

    The Falling Demand For Oil, Impact On Prices

    With China in a less oil-intensive stage of development, the demand for oil could stay low for a while.

    By Jeffrey Rosenberg
  • uploads///Japan Yen Versus China Yuan Euro U
    Financials

    Does “Abenomics” mean a new era of yen depreciation?

    A change in yen appreciation? The below graph reflects a potential big change in Japan post-2012—has yen appreciation turned the corner as a result of post-2012 “Abenomics“? In the mid 1970’s, the U.S. dollar bought 300 yen, and by the mid-1980’s, the U.S. dollar bought 250 yen. By the end of the 1980s, the dollar […]

    By Marc Wiersum, MBA
  • uploads///Intro
    Miscellaneous

    Here’s What’s Driving Iron Ore Prices through the Roof

    Iron ore prices reached a six-month high of $62.7 per ton on October 26, 2016, bringing the YTD (year-to-date) gains for the commodity to an impressive 46%.

    By Anuradha Garg
  • uploads///dices over newspaper profit
    Basic Materials

    US-China Trade War: Tariffs despite Continued Talks

    The US (SPY) and China (FXI) have imposed tariffs on $16 billion worth of goods. The tariffs were imposed despite talks in Washington, DC.

    By Mohit Oberoi, CFA
  • uploads///PMI
    Miscellaneous

    How China’s Manufacturing and Auto Industry Are Impacting Crude Tankers

    In May 2017, the Markit China Manufacturing PMI was 51.2 (MCHI)—similar to the previous month.

    By Sue Goodridge
  • uploads///part
    Consumer

    Are the US and China Inching towards a Trade Deal?

    Since the mid-term elections, we’ve seen some traction in US-China trade talks. The two sides are contemplating a meeting.

    By Mohit Oberoi, CFA
  • uploads///Chinas New Yuan Loans
    Macroeconomic Analysis

    China’s New Yuan Loans Rose in May, but Its Debt Pile Increased

    According to the People’s Bank of China, new loans issued by Chinese banks rose to 985.5 billion yuan ($150 billion) in May from 555.6 billion yuan ($85.2 billion) in the previous month.

    By Lynn Noah
  • uploads///onion _
    Company & Industry Overviews

    Intel Stock Falls despite the Company’s Strong Fundamentals

    In this series, we’ll look at Intel’s headwinds and tailwinds and how they could affect investors.

    By Puja Tayal
  • uploads///Slight Fall in Business Confidence in Chile in
    Macroeconomic Analysis

    What Chile’s Mining Strike Means for a Highly Privatized Economy

    Chile had been known as the best-managed economy in Latin America—until recently.

    By Mary Sadler
  • uploads///A_Semiconductors_QCOM device price tariff impact
    Company & Industry Overviews

    Understanding the Impact of US Tariffs on Qualcomm

    The alternate sourcing of communication chips would adversely impact US-based Qualcomm (QCOM), Intel (INTC), and Broadcom (AVGO), which supply communications chips.

    By Puja Tayal
  • uploads///China Interbank  Day Repo Rate
    Financials

    China tightens monetary policy: Will this be a Japan 1990 redux?

    Interbank lending rates The below graph reflects the effects of the China Central Bank’s monetary tightening policies on interbank lending rates. The interbank seven-day lending rate spiked in June. Rates on government bonds have also risen, with the three-month yield on Chinese bills rising from 2.65% to 3.50%, and the ten-year bond yield rising from […]

    By Marc Wiersum, MBA
  • uploads///last
    Macroeconomic Analysis

    How Do Aluminum Inventories Work?

    Aluminum inventories with London Metal Exchange (or LME) registered warehouses have declined this year. Aluminum inventories have been on a decline for almost two years.

    By Mohit Oberoi, CFA
  • uploads///MNI Chinas Business Sentiment indicator
    Macroeconomic Analysis

    China’s MNI Business Sentiment Expanded in April, Caution Prevails

    China’s MNI Business Sentiment Indicator expanded to 50.5 in April due to stimulus measures from Chinese authorities to boost economic growth.

    By Lynn Noah
  • uploads///Graphics
    Technology & Communications

    Goldman Sachs Warns against Six Semi Stocks due to China Exposure

    The second half of January 2019 has been turbulent for tech sector companies, especially semiconductors.

    By Puja Tayal
  • uploads///A_Semiconductors_QCOM Stock buyback EPS accretion
    Company & Industry Overviews

    How Successful Has Qualcomm’s $30 Billion Buyback Been?

    Qualcomm (QCOM) is a leader in the mobile market, with its chips powering 95% of the world’s smartphones.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_G end to end solutions
    Company & Industry Overviews

    Intel Penetrates China’s 5G and AI Markets

    As Intel (INTC) is facing delays in its core CPU (central processing unit) market, it’s important for the company to secure a large share of the optical photonics market and other 5G (fifth-generation) and AI markets.

    By Puja Tayal
  • uploads///Graphics
    Miscellaneous

    Weak Demand Outlook Drags Down Semiconductor Stocks

    The semiconductor industry has been badly hurt by the economic downturn caused by the US-China (FXI) trade war.

    By Puja Tayal
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