The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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January 2018 US Automotive Sales: Slowing SAAR with Heavier Incentives
US SAAR in January 2018 was 17.16 mil vs. 17.44 million in January 2017 and 17.85 million in December 2017Heavier incentives on light trucks...
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Nissan Motors Looks Expensive Ahead of Q3 Results
We expect Nissan’s 3QFY03/18 auto sales to fall 6.3% YoY in unit terms due to the holdup in domestic production for over three weeks following the...
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Keihin's Swift Recovery Driven by Expansion in Motorcycle FI System Production and Focus on EVs
Keihin Corp (7251 JP)'s revenue recovery since FY03/17 following period of unfavourable currency fluctuations On-track to reach full-year revised...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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