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Download May. 16th Issue
Next Issue: 5/23
Feature Article
The Tech Bull: Plenty of Room Left to Run
Despite its prolonged outperformance, the technology sector still enjoys substantial growth opportunities in the year ahead. That’s particularly true in emerging markets, where corporations are making long-needed IT investments and a rising middle class is eagerly demanding the latest web-enabled gadgets.
Stock Spotlight
Taiwan Semiconductor: in the Chips
If you’re looking for a play on the global technology boom, you’d be hard-pressed to find a better stock than this leader in semiconductor manufacturing. As the world's largest dedicated integrated circuit foundry, the company is positioned to benefit from the insatiable appetite for smartphones, media tablets and other portable devices.
Portfolio Updates
Indian Drugs and Russian Gas
The solid quarterly reports from two of our portfolio holdings underscore the continuing growth potential of pharmaceuticals and natural gas production in developing countries.
