2020 High Conviction: Suruga Bank (8358 JP) - Fortune Favours the Brave
We expect the stock price of Suruga Bank Ltd (8358 JP) to significantly outperform the rest of the Japanese banking sector in CY2020. We calculate...
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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Global Equity Strategy: Bullish Breakout Probability on the Rise
The probability for a breakout for global equities (MSCI ACWI) has increased in the past week based on several positive technical developments...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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Shizuoka Bank (8355 JP) - Underwhelming but Not Unexpected (1Q FY3/2020 Results)
1Q FY3/2020 results from Shizuoka Bank (8355 JP), one of Japan’s largest regional banks, were underwhelming. However, a weaker first half had been...
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