We believe Amazon is financially sound. Revenue is growing rapidly, margins are expanding, the company has unrivaled scale, and the balance sheet is in great shape. In our view, the marketplace will ...
Despite recent conciliatory gestures and very diplomatic wording from South African President Cyril Ramaphosa, the Democratic Alliance and even civil rights organisations, the rift between Pretoria ...
Renesas is likely to increase outsourcing as it offers more advanced chips. We believe investing 6% of revenue on capital spending is sufficient, which consists of converting old 200mm capacity for ...
USAID did not give millions of taxpayer dollars to Politico. The spending came from agencies across the federal government for subscriptions to Politico Pro, according to USA Spending, the database ...
The free trade orthodoxy is being transformed into something else. Just to review a bit of recent history: Former President Joe Biden maintained Trump’s China tariffs with little political opposition.