The Week That Matters (9-13 Dec, 2024)
"But mama I'm in love with a criminal." Britney Spears
Semiconductor stocks to rally?
The quality of intellectual property (IP) in Japan is world class. It is also plentiful. The value of IP in media franchises like Nintendo has been discussed in this newsletter, but a rich, deep library of IP also exists in areas of manufacturing, from widgets to semiconductor coating. That’s what makes Japan so interesting…
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