Asia and Beyond: Deep Dives
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Is Apple Going from "Growth" to "Value"?
The Epic Games lawsuit's aftermath doesn't exactly help Apple's growth story
Jun 20
•
Sandeep Rao
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Asia and Beyond: Deep Dives
Is Apple Going from "Growth" to "Value"?
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Platinum's Price Surge vs Demand is a Complex Tale
Economic strain in China adds to U.S. fiscal concerns, sanctions and much more.
Jun 19
•
Sandeep Rao
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Asia and Beyond: Deep Dives
Platinum's Price Surge vs Demand is a Complex Tale
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Global Markets Outlook: YE 2025 and Beyond
U.S. trending towards running flat while markets in Europe and India boom.
Jun 16
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Sandeep Rao
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Asia and Beyond: Deep Dives
Global Markets Outlook: YE 2025 and Beyond
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May 2025
Hong Kong IPO Activity Likely to Be Resilient in 2025
With regulatory pressures mounting, U.S.-listed Chinese stocks should seek a listing in HKEX
May 19
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Sandeep Rao
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Asia and Beyond: Deep Dives
Hong Kong IPO Activity Likely to Be Resilient in 2025
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April 2025
Forward Market Outlook: Week of April 21
Full and unabridged commentary originally presented in Tel Aviv's media houses
Apr 22
•
Sandeep Rao
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Asia and Beyond: Deep Dives
Forward Market Outlook: Week of April 21
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China's Gallium and Germanium Export Curbs Reignites Global Industries
Recycling, re-exports and tariff war are net long-term positives for the metals industry
Apr 21
•
Sandeep Rao
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Asia and Beyond: Deep Dives
China's Gallium and Germanium Export Curbs Reignites Global Industries
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Even Without "Liberation Day", CoreWeave's Bullishness Was Fleeting (Maybe)
Tariff-induced market pains notwithstanding, the stock might not soar for long.
Apr 4
•
Sandeep Rao
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Asia and Beyond: Deep Dives
Even Without "Liberation Day", CoreWeave's Bullishness Was Fleeting (Maybe)
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March 2025
Of Tesla, Tariffs and Crypto Markets
A roundup of media interviews in the final weeks of March 2025
Mar 28
•
Sandeep Rao
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Asia and Beyond: Deep Dives
Of Tesla, Tariffs and Crypto Markets
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Conditions for Chinese Stocks Leaving the U.S. Strengthen
At the very least, dual-listing in Hong Kong grows more viable for Chinese megastocks
Mar 21
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Sandeep Rao
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Asia and Beyond: Deep Dives
Conditions for Chinese Stocks Leaving the U.S. Strengthen
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September 2024
Two Chinese Stocks Retain Instituitional Interest Despite Overall Selloffs
Full context for commentary made during Friday's Hankyung TV broadcast
Sep 3, 2024
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Sandeep Rao
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Asia and Beyond: Deep Dives
Two Chinese Stocks Retain Instituitional Interest Despite Overall Selloffs
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August 2024
Mercedes EVs Catch Fire while Company Presses on with BEV Expansion
Analysis shows Mercedes-Benz's BEV sales dropping while recalls rise
Aug 19, 2024
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Sandeep Rao
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Asia and Beyond: Deep Dives
Mercedes EVs Catch Fire while Company Presses on with BEV Expansion
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A Key Factor that Affected Supermicro's Earnings in Q2/FY 2024
Full context for commentary made during today's Hankyung TV broadcast
Aug 16, 2024
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Sandeep Rao
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Asia and Beyond: Deep Dives
A Key Factor that Affected Supermicro's Earnings in Q2/FY 2024
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