Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
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Japan Retail: Who Owns Who in 2018: Never Have so Many Been Owned by so Few
When your home country population is shrinking, and the number of active consumers falling even faster, there are just four options to...
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Low PE and High Dividend Yield Names in Japan....
With Earnings Season basically over, we screened for names with low PE using recently released company guidance. We further limited the screen...
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National Treasure: Sri Rejeki Isman or Sritex
Expansion to new countries One of the few Indonesian corporates that have world-class reputation in its field Export-oriented company that boasts...
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Macro Funds Lose Faith, Precision Farming Revolution Looms
As more macro funds shut their doors in despair, global rate and FX volatility has revived as the BoE turned hawkish - 2-yr gilt yields have...
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