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Sumitomo Mitsui Financial Group (8316 JP)
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450
Analysis
Financials
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Japan
Sumitomo Mitsui Financial Group, Inc. manages financial operations for its subsidiaries. The Company provides commercial banking and a variety of financial services.
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bearish
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Thematic (Sector/Industry)
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09 Nov 2016 15:13
Against [Official] Odds It's a Trump USA Now
It is not official yet. But against many odds it looks like Trump has taken it. There are many implications we need to act on in our portfolios....
Charles De Trenck
282 Views
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bearish
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Macroeconomics
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08 Nov 2016 12:09
What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
Christopher Balding
171 Views
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bullish
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Thematic (Sector/Industry)
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05 Nov 2016 16:22
Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
I’ve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
Sean Maher
165 Views
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bearish
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Thematic (Sector/Industry)
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05 Nov 2016 14:29
Why Hold Japan, Part I: Relative Tax Regimes
SummaryForeign investors now form the largest cohort of investors in Japanese stocks, according to Tokyo Stock Exchange data. Yet given Japan's...
Naomi Fink
334 Views
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bullish
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Thematic (Sector/Industry)
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04 Nov 2016 17:58
Brexit: Judgement Versus Obedience
Yesterday's high court ruling stating that parliament must have a say before any triggering of Article 50 to start the process for Britain to leave...
Emad Mostaque
148 Views
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