Sector Focus: Semiconductors
Over the course of the next several weeks, we will be discussing our views on particular sectors which in our opinion may present some challenges and opportunities. This week we present an overview of the semiconductor sector in the context of their applications....Monetary Trends and 2018 Outlook: Searching for Value
The recent data on M3 (a broader definition of money supply that includes money market funds and large time deposits) show that its growth has been 6.5% (year-on-year) and actually stands at a three-year high (see graph below). How could that be explained and how...Valuation Fatigue and Credit Outlook: An Initial Assessment of 2018
Given the fundamental trends, we expect global growth to remain healthy in 2018, and therefore we also expect that the credit risk appetite will also remain healthy in 2018. Having said that, we should also state that we expect some tightening in the spreads between...At the Corridors of Power: Markets and Geopolitical Developments
The proxy war between the Kingdom of Saudi Arabia (KSA) and Iran is intensifying and our fear is that it may ignite a regional conflict with far-reaching global consequences, especially if Russia and the US take opposite sites. The two Middle Eastern countries have...The Strategic Importance of Brazil
by Evan Ellis Evan Ellis, Phd, is a research professor of Latin American Studies at the U.S. Army War College Strategic Studies Institute with a focus on the region’s relationships with China and other non-Western Hemisphere actors. He has published more than...Sign Up for Our Publications
