🇯🇵 JAPAN • Results & Revisions 01/27 Fanuc, Shin-Etsu....
Our best and worst pair from Wednesday's 54 results and 32 forecasts/revisions announcements is Fanuc (6954 JP) and Shin Etsu Chemical (4063 JP).
198 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
213 Views
🇯🇵 JAPAN • Results & Revisions 10/27 Online Brokers, Hoya, Shin-Etsu, Fujitsu..
• BEST & WORST • Our best and worst pair from yesterday's announcements is Shimano (7309 JP) and Fujitsu (6702 JP).____________
214 Views
Global Equity Positioning: Macro Overview. Raising EU Overweights, Taiwan Vs India, UK Decouples
In our Macro Overview of Global fund positioning, we cover the following: Managers raise EMEA Overweight, hit max underweight in US. Taiwan key...
345 Views
A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons
Last week it was revealed that Warren Buffet had taken stakes of about 5% in Japan’s five major trading companies. This comes at a time when the...
596 Views