Second Half 2017 Outlook: Where to from Here?
Our investment strategy remains closely linked to the normalisation of interest rates globally and the domestic cash rate on hold. Our expectation...
117 Views
Brick-And-Mortar Retailers Continue to Cede Share to Online Peers, but Not All Players Created Equal
E-commerce retailers have proliferated and gained share the last 10 years, and we don't foresee these pressures abating. In this light, we contend...
484 Views
Toshiba Update - Court Cases, SK Hynix, and Auditor Risk
There have been several pieces of news on Toshiba Corp (6502 JP) since late last week, and a fair bit of Japanese media coverage of the company....
258 Views
The "Einhorn Bet" And What Might Toshiba Be Worth?
The Einhorn Bet - What Might Toshiba Be Worth?Bloomberg reported late Friday E.S.T. that the Greenlight Capital Q2 investor letter said that it had...
482 Views
The Week That Was in NorthAsia@Smartkarma: Nikkei 225, Toshiba, Idemitsu, SK & Celltrion Healthcare
The Toshiba saga was again in the limelight last week. Travis Lundy and Mio Kato, CFA briefed us about recent developments. Mio says in his...
179 Views