Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. The question tends...
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Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks
§ The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses...
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ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
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Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
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Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
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