Investment Management
* The Future Has Arrived: Your Science Fiction Fantasy has now become reality and the next phase of the Digital Revolution is Underway. The Three Major Realms Of The Virtual Revolution Are: Virtual, Augmented and Mixed Reality. Heather Bellini of Goldman Sachs Research expects virtual and augmented reality to become an $80 billion market by […]
* JP Morgan’s chief Asian equity strategist Adrian Mowat tells Bloomberg in an interview that Investors made a lot of money in slow growth U.S. by owning FANG stocks, and China’s tech story offers similar growth stories * Overweight on Alibaba, Tencent, Sunny Optical, Xinyi Solar * Major China internet cos. are already successful business […]
* According to Lloyd’s Loading List Amazon may be one of the three parties interested in acquiring Frankfurt’s money losing Hahn airport. Sueddeutsche Zeitung indicated that discussions with Amazon had taken place, although it was unclear exactly what had been the subject of the discussions. Sueddeutsche Zeitung speculated that Hahn would be a reasonable location […]
* Chinese Billionaire’s Zhang Bangxin’s TAL Education Group has climbed 19.28 percent since Jan 2016 and has earned 300 percent in revenues in four years to $434 million. TAL Education’s stock is up 200 percent since its October 2010 IPO * Online Education Revenue Has Grown More Than 1000 Percent: China’s private education market is […]
* We are still long Intel at $33.94 and see it climbing to $38.00 in 12 months time. Intel, which pays a dividend yield of 3.3 percent is reporting 1Q earnings on Tuesday and the market expects it to trims its financial guidance for the year. We focus on Intel’s server business which is poised […]
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