Fujitsu General – If Parent Fujitsu Is Selling Its Stake a Strategic Buyer Could Raise Margins
Shortly after the morning close Bloomberg reported that Sentaku Magazine has published an article suggesting that Fujitsu would be looking to sell...
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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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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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Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
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Japan: Scoring Results & Revisions Summer 2018 - Top and Bottom Companies + Long & Short Portfolios
INTRODUCTION - The second, and final part of our Results and Forecast/Revision Scores review for Summer 2018 will look at the leading and lagging...
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