Reuters’ misleading report on the Apple iPhone 5 China release
A report released by Reuters this morning indicated that only one person was waiting outside the Apple store (AAPL, quote) in Shanghai’s financial district. But the Apple store on Shanghai’s posh...
View ArticleAnd the riskiest companies in emerging markets are…
The most controversial companies in the emerging markets of Brazil, Russia, India and China are revealed in a report this week from consultancy RepRisk, which bills itself as a leading provider of...
View ArticleWhat you need to know about emerging markets today
Did you know that Turkish banks as a group will show net profit this quarter of 39%+ year over year — an all-time high. Turkey's T.C. Agricultural Bank Head Office building, built by Italian architect...
View ArticleChina Mobile needs Apple more than Apple needs China Mobile
After Tim Cook’s trip to China last week, rumors of an impending deal between tech-giant Apple (AAPL, quote) and telecom China Mobile (CHL, quote) have flooded the internet. The iconic Apple store in...
View ArticleSmartphones: China’s next great economic indicator
China (FXI, quote) has broken a new global record in smartphone penetration, which will have a dramatic effect on content and commerce in 2013 in the world’s most populous internet market. Shenzen...
View ArticleChina the lone bright spot in otherwise disappointing Apple earnings
Apple’s (AAPL, quote) stock plummeted in after-hours trading on Wednesday after the company reported quarterly earnings that failed to impress Wall Street. Apple store in Guangdong, China However, it...
View ArticleIs Samsung following Apple’s path into a “value trap”?
The largest name in the iShares MSCI Emerging Markets Index ETF (EEM, quote), Samsung (SSNLF, quote), is struggling with the overall heaviness in emerging markets. This is a challenging call; Samsung...
View ArticleThe battle rages on between Apple and Samsung
Do we still need to do this? Not even close on market share anymore as Samsung pre-announced last week and imputed numbers say they are 30% of the smartphone market vs. Apple’s (AAPL, quote) The new...
View ArticleIs Samsung getting ready to move…
Keep an eye on Samsung (SSNLF, quote) now that Apple (AAPL, quote) earnings are out and Samsung’s new products this fall. Samsung has a major release of Galaxy on the 27th
View ArticleSina frenzy in Chinese Internet space
Opportunity or trap? The news of Alibaba buying 18% of Sina (SINA, quote) who has a core foothold in the micro-blogging space has not only Sina but others in the Chinese Internet sector booming. The...
View ArticleAre China Mobile and Apple close to a deal?
Is Apple (AAPL, quote) finally positioning itself to align with the world’s largest cellular mobile carriers – otherwise known as China Mobile (CHL, quote)? As many Apple follows know Tim Cook, CEO...
View ArticleApple in China
Some of the Apple (AAPL, quote) food chain names saw pop last night as China Mobile (CHL, quote) posted a notice on their website (which they later removed) they would be taking preorders for iPhones...
View ArticleMarket Update – A few thoughts on Apple
A few thoughts on Apple (AAPL, quote) and for a few additional thoughts surrounding the deal be sure to check out my tweets (@timseymour) from last night. The Apple store in Shanghai Apple will...
View ArticleHynix, Apple, Samsung Face Flat Smartphone Growth
Hynix (HXSCL, quote) is the worlds second largest maker of memory chips, and they seem to see what Apple (AAPL, quote) didn’t spell out last night but clearly implied and what Samsung (SSNLF, quote)...
View ArticleIf Tesla is an IT Company, Then Apple is a Software Services Company
Front page of the WSJ tells us that a deal between Comcast (CMCSA, quote) and Apple (AAPL, quote) may be near where Apple gets TV like quality streaming of the “final mile” from Comcast into the living...
View ArticleChina Slowdown? Don’t tell U.S. Multinationals!
Last night, China printed 48.3 on the HSBC Flash PMI, but don’t tell U.S. corporations who call China a major market that China is slowing. Luxury sales are alive and well, auto sales are alive and...
View ArticleEmerging Money Audo Call – April 24
This is daily Emerging Money Audio Call for Thursday April 24. Emerging Markets opened up about 40 basis points in line were we are on the S&P NASDAQ higher by the fantastic Apple (AAPL, quote)...
View ArticleEmerging Money Audo Call – April 24
This is daily Emerging Money Audio Call for Thursday April 24. Emerging Markets opened up about 40 basis points in line were we are on the S&P NASDAQ higher by the fantastic Apple (AAPL, quote)...
View ArticleApple and China – Finally!
No, not a $199 ASP phone for China and no, not China Mobile reporting record ARPU’s on usage, but yes, China is finally really moving the needle. Authorized Apple “Peseller,” Olympic Electronics Plaza,...
View ArticleTim Seymour Interview at the NASDAQ in Denmark
Tim Seymour speaks with Jyskebank.tv’s Nasdaq-reporter Carina Moeller Jensen in Denmark on the U.S. Tech sector. Tim dives into Facebook (FB, quote), Twitter (TWTR, quote), and Apple (AAPL, quote) to...
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