I am a specialist in global equities after having been a sellside analyst outside of the US for 13 years. In addition, I have also spent time covering US hardware and semiconductor stocks on the sellside while working in the US. I have covered the casino, automotive, industrial, consumer and technology sectors. I have also worked on the buyside as a fund manager in long only and as an analyst in hedge funds all covering Asian equities where I have developed a keen understanding of Asian companies and econom ...