MUFG (8306 JP): Crowd Pleaser
Mitsubishi Ufj Financial (8306 JP)’s interims showed continued but modest profit growth overall, with the contribution from Morgan Stanley (MS US)...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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BBRI: Market Leadership Challenged by P2P?
Bank Rakyat Indonesia Perser (BBRI IJ) is a dominant market leader in the Micro and SME lending space in Indonesia with physical presence in...
464 Views
EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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Fukushima Bank (8562 JP): Years of Living Dangerously
Compared with, say, megabank Mitsubishi Ufj Financial (8306 JP) whose capitalization now exceeds ¥9.58 trillion (US$86.14 billion), little...
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