White Papers
LEDs: Opportunity Could Be Bright
Light-emitting diodes, or LEDs, have been around for decades. Today, LEDs have become quite a bit more interesting, and represent an interesting growth industry with a range of important, new and emerging applications.
China's Internet: The World's Largest Internet Community
Over the last two years, China has overcome the U.S. to become the largest base of Internet users on the planet. This large set of people can also be thought of as an impressive potential customer base. Across a wide rage of businesses and industries, the Chinese Internet market provides ample investment opportunity.
The Currency Crisis and Debasement: What You Need to Know to Manage Your Investment Risk
There has been much talk recently about our country’s finances. Some now question the long-term viability of the United States with booming budget deficits and a national debt that is growing by leaps and bounds monthly. The national debt level was just raised to almost $12.5 Trillion. Yes, trillion, not billions.
China Healthcare: A Growing Market
As a rapidly growing number of people in China have the financial means and the ability to seek/demand healthcare, the healthcare industry in China has been on a strong growth trajectory, and this growth is likely to continue across multiple segments.
The Mobile Revolution
The wireless age will likely continue to consume us with new devices and capabilities. For this reason, we see the “Mobile Revolution” as an interesting investment opportunity.
Hybrid and Electric Vehicles
Hybrids, or hybrid-electric vehicles (HEVs), have received a lot of press over the last couple of years. With last year’s rapid climb in oil priced leading to $4.00/gallon gasoline prices last summer, the outlook had never looked brighter for HEVs.
Finding Growth in Asia
After returning from a research trip in May 2009, Rob Lutts believes the case for emerging markets is still quite strong.
3G Technology
There's been a lot of discussion in the mobile phone industry about "3G". When will the networks be in place? When will the industry transition? 3G is here today.
Smart Grid
Bringing the power of communications and modern computing to the grid.
Software As A Service
The age of software as a service.
Emerging Middle Class
Event of the Century : The rise of an emerging middle class.
Solar Power
The arrival of solar energy.
Is the Gold Window Opening Again?
It was a crime to possess gold from 1933 to 1975. We think it may be a crime NOT to invest in gold from 2008 to 2010.
Oil Sands
Digging into oil sands. |
