Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
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Revisiting Our Nissan-Honda Merger Idea
The FT has an article out saying that the Japanese government had directed some initial feelers towards Honda and Nissan raising the possibility of...
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🇯🇵 JAPAN • Results & Revisions 25th May - Ajinomoto, Oji, THK, Fujikura
In the DETAIL section below, we shall review Monday's announcements:- The balance between positive/neutral/negative of the 59 results announcements...
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DRB Hi Com: Winner in COVID-19 Malaysian Auto Segment
The Malaysian auto sector rightly suffered during Q1 2020 due to the COVID-19 induced Movement Control Order (lockdown), forcing various...
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Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
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