JAPAN PASSIVE: BOJ Tapering ETF Buys? Not So Fast
On 31 July 2018, the BOJ issued a Monetary Policy Statement which, as widely expected, addressed its Qualitative and Quantitative Monetary Easing...
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Global Fuel Cell Industry: Positively Positioned for Profitability
This is the first in a series of reports on the global Fuel Cell industry. Our focus in these reports will be on the publicly traded pure plays in...
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Last Week in Event SPACE: ING Life, Nikkei 400 Rebal, Raysum, FamilyMart, Investa, Swire
Last Week in Event SPACE ... Reportedly Shinhan Financial (055550 KS) is in the final stages of negotiations with MBK to acquire a 59.15% stake...
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Toyota: 3 Ways to Forecast JPY2,750bn OP Despite US Margins (Temporarily) Trailing Peers
Toyota Motor (7203 JP) consensus OP estimates are up 16% since May after the company generated strong results in both 4QFY18 and 1QFY19, yet the...
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Yamaha Motor: 2QFY18 Contracting Developed Markets Impact Overall Growth and Spoil the Party
Slower than expected growth in 2QFY18Yamaha motor surprised somewhat positively with 1QFY18 numbers, despite a negative FX impact from weak ASEAN...
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