Izumi and Seven & I Join Forces to Foil Aeon
Seven & I Holdings Co Ltd (3382 JP) and Izumi Co Ltd (8273 JP) are so worried about Aeon that they have decided to join forces. Seven & I...
226 Views
Focus on Outperforming EAFE SMID-Caps
Developed international equities (MSCI EAFE) have been underperforming relative to global equities (MSCI ACWI). However, within EAFE, SMID-caps...
619 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
1.8k Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
697 Views
Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
227 Views