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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President Trump and Healthcare (And Pharma) Sector: What's Next?
Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...
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Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update
Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related...
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Key Drivers of Asia's Healthcare Sector
From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...
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Structural Reform III: Evidence of Bad Luck over Poor Policy
Room for small hope amid bleak Japanese policy reform recordUntil now, our analysis of Japanese structural reform, centred upon raising Japanese...
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