Global Equity Strategy: Bullish Outlook Intact
Read our complete International Strategy document to find detailed comments and recommendations for each of our 12 Sectors.
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🇯🇵 JAPAN • September Relative Price Scores - Profiting from Outlier Mean Reversion
• RELATIVE PRICE SCORE • RELATIVE PRICE SCORE OUTLIERS - The Relative Price Score (RPS) is a measure of price performance relative to TOPIX...
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Sword of Trump Hanging Over SMIC
xxx The Trump administration is considering whether or not U.S. agencies are in discussions to determine whether Semiconductor Manufacturing...
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🇯🇵 JAPAN • IT’S A WRAP - Summer 2020 Results & Revisions Review
BRUTAL - The summer earnings 'season' reflected the broadening impact of COVID-19 on the Japanese and world economies, however, in terms of profit...
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🇯🇵 JAPAN • Results & Revisions 14th August - Damn the Torpedoes
DAMP THE TORPEDOES - After four additional days of results and revisions announcements, our aggregate trailing and forecast profit data are mainly...
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