Japanese Names that Might Be Loved Too Much.....
We screened for names that are loved by the Street (BUY Recommendations are more than 75% of total) and have significantly outperformed TOPIX over...
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Investing in Electric Vehicles
Electric vehicles (“EVs”) have been around for some time now in various shapes and forms. While they have always held immense promise, mass...
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Buoyant Returns Beyond the Benchmark in 2016 YTD
The first 10 months of 2016 brought its fair share of macroeconomic challenges to the region. During the 10 months, the Straits Times Index (STI)...
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Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. The question tends...
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Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
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