Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a...
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Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus ‘groupthink’ reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
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Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. The question tends...
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Money Matters: Chinese Monetary Aggregates Point to Accelerating RMB Weakness.
Friday saw the release of the Monthly Chinese monetary aggregates. M2 rose 11.6% year-over-year. Although this is one the lowest percentage growth...
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Black Swans, Paradigm Shifts, and Other Ideas
We attended two events hosted by the CFA Society of Thailand last week. One was presented by Port Shelter's Richard Harris and the other involved a...
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