Structural Reform III: Evidence of Bad Luck over Poor Policy
Room for small hope amid bleak Japanese policy reform recordUntil now, our analysis of Japanese structural reform, centred upon raising Japanese...
183 Views
Recap of Key U.S. Biotechnology and Pharmaceutical Sector Events: October 17
Celgene (NASDAQ: CELG) announced successful phase 1b data of its antisense therapy GED-0301 in the treatment of Crohn's disease (48% remission rate...
216 Views
ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
371 Views
Takeda Pharmaceutical - Is M&A the Way Out of Its Problems?
The FT has reported that Takeda Pharmaceutical may be back on the acquisition trail, with a US$15bil war-chest. This puts into the public domain a...
197 Views
Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
254 Views