Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
232 Views
Summer (Mis-)Adventures in Luxury Retail: Why to Avoid Coach (6388:HK / COH:US) For Now
This Summer we visited over a dozen premium handbag stores in New York City and Honolulu in order to better understand the issues facing Coach and...
193 Views
Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
157 Views
JAPAN FLOW IV: Foreign Flows Matter, & They Have Clear Cycles
This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:This...
316 Views
JAPAN FLOW III: The Mechanics of BOJ Buying
This is the latest in a series of JAPAN FLOW regarding recent and forward flow dynamics of Japan equities.The first two are: JAPAN FLOW I: The...
326 Views