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...
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DMER - Maritime Financial Insights - September 2016
• Credit markets: Global yields drifted lower in recent months, thanks to the low interest rate environment, ongoing stimulus imposed by the ECB as...
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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...
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Recruit Holdings - Risk Reward Shifting
Since the deal was announced on 24th Aug 2016, Recruit shares have held up remarkably well post the initial knee-jerk correction in share price. We...
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Recruit Offering: Offer Details Update & Shareholder Overhang Structure
A day after the August 24th announcement by Recruit Holdings Co Ltd (6098 JP) of a secondary offering selldown of roughly 11% of shares outstanding...
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