Japan: Sectors/Peer Groups 3M🔺Too Early to Bottom-Fish Cyclicals •Time to Trim Personal Products
THREE-MONTH % CHANGE IN SECTORS & PEER GROUPS - This regular insight focuses on the percentage change in each sectors' weight in the market...
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April Employment Report - Foreshadows a Continued Weakness in Yen and Weaker Emerging Markets
With each passing month, we grow more steadfast in our belief that The Fed will show greater resolve than currently anticipated by many investors....
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Nintendo’s Guidance on Switch Shipment Looks Conservative; Shares Undervalued
Although Nintendo’s new operating income guidance of JPY 225 billion for fiscal 2019 is below our forecast of JPY 325 billion, the guidance is...
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Enron Revisited, Esports to Broaden Gaming Market…
Trump’s confrontations with China and Amazon are addressing economic taboos which Washington has long chosen to ignore and trampling over the army...
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The Week That Was In North Asia@Smartkarma: MOBIS, GLOVIS, & Reinvesting Dividends in Japan
The biggest events in North Asia in the past week included the grand restructuring of the Hyundai Motor Group, dividend re-investments in Japan,...
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