“Chip-Sector Investing: To Stock Pick or Not to Stock Pick?”

TheStreet | July 21, 2021

Investing in the semiconductor sector has recently been indicative of good discernment in terms of sector-specific investing strategies, but there are concerns about the suitability of certain stocks being packaged together.

In an article in TheStreet, our expert highlights the need for semiconductor companies to concentrate on reducing costs by moving to higher technology processes, which would result in the smooth navigation of a trough period.

Extract from the article- “I believe the most important factor is cost leadership…Semiconductor companies need to concentrate on reducing costs by moving to higher technology processes. The cost advantage would help a company navigate the trough period.”

Latest News

Bloomberg
“Campaign to Kill Off Libor Is Boosted by Landmark Bond Sale”

Read More
Reuters
“U.S. loan funds see fifth consecutive weekly inflow: Lipper”

Read More
Private Equity Wire
Expecting More: The evolving demand for ESG and impact investing | Private Equity Wire

ESG, Impact Investing, IRRs

Read More
People Management
Why businesses must seize the opportunity for cross-border recruitment

business growth, cross border clients, digital world

Read More
Institutional Real Estate inc
Dark times: Lower-grade office stock is weighing down portfolios across Europe — but offloading or improving assets is no easy task

arbitrage, Commercial Real Estate, conversion to office

Read More
Global Finance
GCC: An Oases Of Calm, For Now

GCC Banks, Global Situation, ‘Real estate’

Read More