Weekly Thoughts

Amir Anvarzadeh of Asymmetric Advisors discusses the smartphone cycle and the video gaming industry. He says the games market is “opening up” and platform holders won’t have much pricing power in future.

Japan never had much of an edge in algorithms and software, and the gap between China and Japan has widened over time, says Amir Anvarzadeh of Asymmetric Advisors.

Jul.15 — Amir Anvarzadeh, senior markets strategist at Asymmetric Advisors, discusses the growing tensions between South Korea and Japan and if the conflict could backfire on Japan. He speaks on “Bloomberg Markets: Asia.”

There’s no reason why anyone should be investing into Japan Display now, rather than waiting for it to go into bankruptcy and picking up the assets, says Amir Anvarzadeh of Asymmetric Advisors.