China Overseas Land & Invest: Ride on Inflation
Newly included in Asia Pacific model portfolio at 4.4% We newly included China Overseas Land & Investment Ltd. (688 HK) at the weight of 4.4%...
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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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Why Hold Japan, Part I: Relative Tax Regimes
SummaryForeign investors now form the largest cohort of investors in Japanese stocks, according to Tokyo Stock Exchange data. Yet given Japan's...
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Structural Reform III: Evidence of Bad Luck over Poor Policy
Room for small hope amid bleak Japanese policy reform recordUntil now, our analysis of Japanese structural reform, centred upon raising Japanese...
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4 Months After Brexit - Currency Impact Tables For International Property Investors
We have updated our currency impact tables 'post-Brexit' for USD, EUR, JPY, AUD, GBP, and CNY. We make a simple assumption that a property investor...
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