海外研报

Hardware Sector Update; DELL Add to Focus List; ALAB

My colleague Jack Atherton, who covers Comm, Internet, Media and Software, is on New Parent Leave until Labor Day. I’ll be backing him up - including sending this combined TMT morning daily, and providing his

Global Credit Trader There and back again

While spreads have nearly completed their round-trip back to pre-selloff levels,implied volatility on macro indices remains elevated.

Egypt Economic Update

Economic growth. The IMF Executive Board's completion of the third review of Egypt's USD8bn, 46-month Extended Fund Facility on 29 July, allows Egypt to