Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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SoftBank (9984) - Is It Interested in Uber As Well As Grab, Lyft, Didi...?
Much as Softbank (9984 JP) keeps trying to deny it, the stories (first in the New York Post, now in the Wall St Journal) keep reappearing that the...
141 Views
The Week That Was in NorthAsia@Smartkarma: The "Einhorn Bet", Celltrion Healthcare, & 7,530 Won
There were 26 insights related to Japan and Korea at Smartkarma in the past week. As usual, Travis Lundy, Mio Kao, and Sanghyun Park provided some...
171 Views
SoftBank - Cut Through the Noise and Focus on What Drives Its Value
Discount to NAV at -2x standard deviation, level looks good for SoftbankOver the past few months, Softbank Group Corp (9984 JP) 's discount to NAV...
284 Views
JAPAN PASSIVE: The BOJ and Japan ETFs
Just under a year ago I wrote a piece about the BOJ's ownership of Japan ETFs called JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See...
373 Views