Could / Should Japanese Mobile Phone Bills Be Cut 40%?
Japan’s Chief Cabinet Secretary, Yoshihide Suga, clarified his recent remarks about the need to bring down Japanese mobile phone bills, including...
266 Views
Smartkarma's Week that Was in JP/KR: September Seasonality Suggests Securing Shares Selectively
Markets fell throughout the week as KOSPI declined 1.78%, in line with MSCI World's 1.74% drop but Topix underperformed, declining 2.94%. Tech and...
298 Views
Japan Telcos (SoftBank, 9984 JP; Docomo, 9437 JP; KDDI, 9433 JP) Pushed to Improve Pricing Practices
In a public speech, Chief Cabinet Secretary Yoshihide Suga said mobile carriers had room to lower bills by 40 percent. These and other comments may...
501 Views
JAPAN FLOW Redux : Foreign Investor Flows (Still) Matter, and They Are (Still) Cyclical
A Bloomberg story this past week titled "A $35 Billion Selloff Is Pulling Down Japan's Stock Market" (link) got tweeted into my Twitter timeline so...
454 Views
Global Strategy: Carnage Continuation Amid Turkey Turmoil and US Dollar Breakout
Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective. ...
481 Views