Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
450 Views
Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
398 Views
1H Toyota Suppliers: A Mix of Disappointments and Improvements
Last Thursday, most of the Toyota Motor (7203 JP) group companies released their earnings results for 1HFY03/20. This Insight compares the 1H...
386 Views
Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
418 Views
A Bad Start for the Toyota Suppliers; Slowdown in China the Key Reason; Weak Momentum Could Continue
Last Wednesday, most of the Toyota Motor (7203 JP) group companies released their earnings results for 1QFY03/20. This Insight compares the 1Q...
487 Views