Michael Fritzell (Asian Century Stocks)
@MikeFritzell
16 years in Asian equities. I'm the author of the "Asian Century Stocks" newsletter. PERSONAL OPINION - not investment advice.
가입 May 2014
2.8K 팔로잉 중 38K 팬
“CXMT has said they want to basically add an entire Samsung’s worth of supply in 18 months. They want to go from No. 6 in the market to No. 1. It’s insane how much supply is coming online in 2027.” - Paul Kedrosky, via Grant’s Interest Rate Observer
더 보기
