MSCI EAFE Inflecting, Aided by Strength in Japan
Improvements in Japan are leading broad developed int’l indexes higher. The MSCI EAFE, local currency is bullishly inflecting above its downtrend...
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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...
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Asian Names Down over the Last Year that Moved up Last Week on Volume....
We screened for names in Asia including Japan that were down over the last year, but have moved up last week on stronger than average volume. Some...
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Japan Real Estate Investment Corp Placement - Accretive Acquisition and Past Deals Have Done Well
Japan Real Estate Investment Corp (8952 JP) (JREIC) is raising US$366m through the issuance of primary shares to acquire interests in two...
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The Week That Was In North Asia@Smartkarma: MOBIS, GLOVIS, & Reinvesting Dividends in Japan
The biggest events in North Asia in the past week included the grand restructuring of the Hyundai Motor Group, dividend re-investments in Japan,...
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