Global Equity Strategy
Global equities continue to stabilize, with the MSCI ACWI’s 50-day moving average acting like a magnet as prices have oscillated above and below...
319 Views
The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
178 Views
Denso Reports in Line 3Q Result, Raise FVE to JPY 6,400 on Stronger Renminbi and Euro.
Excluding a favorable foreign exchange rate, narrow-moat Denso Corp (6902 JP)'s third-quarter result was generally in line with our full-year...
98 Views
Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
459 Views
Stocks Down Despite Strong 3Q Results and Revised Guidance
Denso Corp (6902 JP) posted strong 3Q results and revised its earnings guidance upwards last Friday. However, the company’s stock price declined by...
96 Views