KUTIC Insights

KUTIC Insights is the Market and Portfolio Team’s detailed opinion pieces on topics affecting the equity market around the world.

Samsung’s Semiconductor Rebound

Samsung’s Semiconductor Rebound
Geopolitical Risk and the New Supply Chain Reality: Why Visibility Beyond Tier 1 Matters

Geopolitical Risk and the New Supply Chain Reality: Why Visibility Beyond Tier 1 Matters
Consulting at a Crossroads – Evolution or Disruption in the Age of AI?

Consulting at a Crossroads – Evolution or Disruption in the Age of AI?
The rise (and reset) of sovereign wealth funds in global markets

The rise (and reset) of sovereign wealth funds in global markets
Private Equity in a High-Rate World: Cash-Rich, Deal-Poor, and Changing Fast

Private Equity in a High-Rate World: Cash-Rich, Deal-Poor, and Changing Fast
Betting on the Machines: Navigating the AI Investment Boom

Betting on the Machines: Navigating the AI Investment Boom
Gambling: A Tale of Two Markets

Gambling: A Tale of Two Markets
Toyota: Navigating Strength, Strain, and the Road Ahead

Toyota: Navigating Strength, Strain, and the Road Ahead
Seven & i Holdings: A Change Driven by Pressure

Seven & i Holdings: A Change Driven by Pressure
Honda’s Turning Point

Honda’s Turning Point
Nissan: Rebuilding from within

Nissan: Rebuilding from within
NTT's bold move to reinvent the internet

NTT's bold move to reinvent the internet
A Global Powerhouse Amid Changing Tidestem

A Global Powerhouse Amid Changing Tidestem

KUTIC Weekly Notes

As students we’re always looking to read and take in as much information as we can. The weekly notes will be members' attempts to formalize our thoughts based on our readings of the week. There will also be periodic updates to our paper portfolio.

As students we’re always looking to read and take in as much information as we can. The weekly notes will be members' attempts to formalize our thoughts based on our readings of the week. There will also be periodic updates to our paper portfolio.