Hunting for Net-Nets in Singapore
A collapse in our Singapore small-cap index, which was up almost 15% YTD in Mar and has subsequently fallen more than 17%, has prompted us to look...
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New Additions to RRG Proprietary Governance Scoring System Highlights Weak Governance in Japan
Our proprietary corporate governance scoring system now covers 1,982 stocks. We have recently added nearly 100 stocks from Japan. The range of...
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Nidec (6594) A Great Long Term Story.
This business is doing exceptionally well and in our view will continue to do so. The company has just revised up 3/19 operating profit from Y190bn...
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Best Japanese Performers in the Fall....
With summer starting to wind down, we put together a screen looking at names that have historically done the best from September through the end of...
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JAPAN PASSIVE - BOJ To Buy Less Nikkei 225? Highly Likely
In both my insight last week JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 and my piece in February The BOJ's Ongoing ETF Impact - Is a...
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