Khiem Do
Khiem Do
continue equity fed investors mark past question stop whether
The question mark is whether the Fed will stop or whether they will continue. If they continue past May, that's not priced in by the market, and equity investors will be disappointed by that.
following increase issue whether
The issue is whether there's another increase following the one in May.
demand expect increase investors months next prices six three
Investors may expect DRAM prices to increase in the next three to six months as demand rises.
best crazy fund managers market secondary tend tight
The market is very thin. Even in the best of times, fund managers don't tend to go crazy over the Philippines because liquidity is so tight in the secondary market.