Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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Japan: Fortnightly Update: Past the Peak
PEAK CYCLE EARNINGS - In our Winter Results & Revisions Flash Insight of yesterday, we noted that Japanese listed corporate earnings, after...
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TRADE IDEA - Toyota Industries (6201 JP) Stub: Riding the Automation Wave
If ever there was a stub business that is poised to capitalize on global trends of factory automation, automated logistics handling and electric...
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Toyota Industries (6201 JP): Stub Business Expanding into High Growth Segments
Toyota Industries (TICO) deserves a fresh look after the stub has sold off to historically low levels. The core business remains a high quality...
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Japan: Scoring Results & Forecasts - Part 3 - Company Winners & Losers
INTRODUCTION - The final part of our Results and Forecast/Revision Scores review will look at the leading and lagging performers and forecasters...
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