BBSP Equity Asia Weekly Research 14 June 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• No change in tactical allocation• The ASX drifted last week, testing...
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Japan Airpot Terminal 9706 JT - Bearish Below 4660
Bearish reaction at range top 4660 - also a key fractal resistance (clear 5 wave sequence completed since April 2017); with daily Rsi reversing...
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Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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'Experiential Travel' Could Dampen Sales of Luxury Goods For Years; Avoid Luxury Retailers
Asian tourism demand generally remains strong, with departures from key markets all up YTD in 2016. However, shopping by Asian tourists (and...
367 Views
Structural Reform I: The Japanese Financial Sector
In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...
247 Views