JAPAN PASSIVE: The BOJ and Japan ETFs
Just under a year ago I wrote a piece about the BOJ's ownership of Japan ETFs called JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See...
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Last Week, in Event SPACE (8 July 2017)
In this weekly insight, Mangalores emerge in the Idemitsu Kosan Co Ltd (5019 JP) 's family/management confrontation, KKR's offer for Pepper Group...
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Lawson's 1Q Results Fell Short of Expectation; Investment Efforts Not Yet Yielding Results
Lawson’s first-quarter results appear to fall short of the company’s target although the company claimed that earnings were in line with its...
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Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, Tech, Trump, Trade (Oh, and Autos)
The Week That Wasin North Asia @Smartkarma is a rocur (rotating curator) effort by Douglas Kim, Mio Kato, CFA, Sanghyun Park, and yours truly,...
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