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Japan Post Holdings (6178 JP)
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476
Analysis
Industrials
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Japan
Japan Post Holdings Co. Ltd. operates post stations, banks, and insurance business. The Company offers letters and goods transportation services, stamp sales, deposits, loans, and insurance products.
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bullish
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Thematic (Sector/Industry)
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13 Nov 2016 08:19
Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
Dr. Bhavneesh Sharma, MD, MBA
214 Views
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bullish
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Thematic (Sector/Industry)
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11 Nov 2016 09:59
What Trump Means for Tech
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology...
CM Research
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177 Views
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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
283 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
339 Views
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bullish
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Thematic (Sector/Industry)
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01 Nov 2016 14:01
Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
Drewry Maritime Financial Research
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174 Views
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