What Would a Blue-Wave Victory Mean for Asian Investors?
Here’s my prediction for the outcome of today’s elections, and how the Trump administration will respond if it’s dealt a setback.
Here’s What Scares Me About Semiconductor Stocks
Investor response is very different to earnings announcements from Samsung Electronics and SK Hynix. Here’s why, and what investors should really be watching.
Why Are Asia’s Chipmakers Selling Down on Sunny Forecasts?
Share prices of the two biggest Asian companies by market cap are down despite optimistic updates. Here’s what investors should watch heading into earnings season.
Will the World’s Most Successful Stock List U.S. Shares?
This Japanese chipmaker, which has produced world-leading stock performance since its debut in late 2024, would be following the example of Hynix in seeking a U.S. listing.