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...
412 Views
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...
230 Views
Japan and the Financial Sector in Asia Highly Correlated to the US....
We looked at which regions in Asia are most correlated to the S&P500. Over the last 8 years, 42% of Japanese companies have greater than 30%...
564 Views
Which Sectors Look Cheap and Which Are Probably Overvalued....
We compared the different sectors PBR levels in Japan to see which sectors may be still undervalued and which may have gone up a little too much....
309 Views
Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
1.7k Views