Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
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Asia Short Interest: Kuaishou, BYD, Galaxy, Sharp, Resona, Toshiba, Celltrion, Naver, Pegatron, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Japanese Bank Lending: The Good, The Bad & The Terminally Indebted
Japanese financial markets are now so liquid, thanks to the efforts of the BoJ and the commercial banks, that bankruptcies in January 2021 fell to...
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Japanese Banks: Buddy, Can We Spare You a Dime !
Cash continues to flow into bank deposits in Japan faster than the banks appear able to channel those funds into loans or investments that might...
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Japanese Bank Lending: An Ebb Tide in 2021?
The ‘dash for cash’ by large corporates appears to be over, at least in terms of lending by the major banks. Only the small secondary regionals...
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