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Ichigo Hotel Reit Investment (3463 JP)
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6
Analysis
Real Estate
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Japan
ICHIGO HOTEL REIT INVESTMENT CORP. is a specialized hotel J-REIT, established with the mission of leveraging Ichigo Group's deep value-add expertise and management know-how.
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bearish
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Cross Asset Strategy
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16 Jan 2024 07:00
2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 4
In light of a weaker US and Japanese economy and a stronger Yen, sector allocation is crucial for Japanese portfolios this year. Certain sectors...
Rikki Malik
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429 Views
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bullish
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SGX
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18 Jun 2021 09:33
SGX Nikkei ESG-REIT Index Futures Launch Is an Ideal Backdrop for an Important Topic: ESG and REITs
Singapore Exchange just launched the SGX Nikkei ESG-REIT Index futures contract. A multi-win for SGX, but it also serves as a reminder of how...
Kyle Rudden
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230 Views
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bearish
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MSCI World Index
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15 Nov 2018 21:39
Global Markets Outlook: Maintain Defensive Posture
Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term...
Vermilion Research
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538 Views
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bullish
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MSCI ACWI Index
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30 Aug 2018 21:40
Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
Vermilion Research
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431 Views
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bullish
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Thematic (Sector/Industry)
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18 Jun 2018 19:36
Japan & Korea @Smartkarma: Mercari, Kim/Trump, AirBnB in Japan, Toshiba & MCorset IPO
Mercari: future growth path and potential M&A targetsMio Kato, CFA discusses what Mercari founder Shintarou Yamada highlighted in the recent...
Sanghyun Park
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141 Views
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