This quarter’s Asia Letter from Scott Foster includes insights on the next historical era in Japan, Malaysia’s renegotiated East Coast Rail Line project with China, Nidec...
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In today's issue, we are addressing the possibility that there's no way for "inventing nations" to engage with China without being harmed, or even dominated.
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In this week's discussion, we'll look at China's current declining economic status and how it relates to what other nations and their technology companies can expect as the...
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In this week's discussion, we'll look at the arcane, slow-moving, very conservative market for servers, and at the chips that drive them, to find out what's really going...
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A small dip in revenues at the beginning of Q1 2000 was the beginning of a rout in the technology sector, and in the equity markets in general. In the case of the GFC, it...
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If one thinks about it, evolution is the highest form of learning, and survival the ultimate educational reward.
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About 18 months ago, we committed to a yearlong research project, led and authored by Evan Anderson, to take everything we knew from the patterns of Chinese national...
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Twenty years ago this week, I emailed the first issue of this report to a long list of friends and colleagues. The first issue focused on IBM's hostile takeover offer for...
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Every year, we put out an issue on what to expect in the fourth quarter, the most important in the year to technology executives and the investors who follow them.
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Today, we are seeing a free-fall in many currencies, with India in every day's lead news. Luckily for us, Rafiq Dossani has again delivered a timely insider-view of this...
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