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  1. Are Apple and Google Preparing for Battle?

    Apple stock analyst Rick Hanna sees Google CEO Eric Schmidt’s resignation from Apple's board as recognition of the firms' growing competition in the mobile phone and software space but does not see Google as a threat to Apple's long-term competitive advantage.

  2. How China's Consumer Sector Will Pay Dividends

    As investment in fixed assets declines, consumption will drive GDP growth in China, and consumer cyclicals offer high yields and good valuations, says Matthews Asia's Jesper Madsen.

  3. Apple's iPhone Sales Continue to Impress

    Rick Hanna reviews Apple's second quarter results, the future of the iPhone business, and the potential for greater international Mac penetration.

  4. Apple Has Great Quarter, But Margins Aren't Sustainable

    As the tech giant expands into emerging markets with lower-priced products, profitability will likely get squeezed, says Morningstar's Michael Holt.

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