Week Ahead in Global Macro: US CPI, UST Auctions, China Activity, Norges Bank, NZ GDP
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short US Treasury 10s on a...
242 Views
The Week That Was In North Asia@Smartkarma: Yakult, Cosmetic Surgery O2O Platform, & Streaming Music
There were more than 40 reports on Japanese and South Korean companies and their economies in the past week that were published at Smartkarma. The...
169 Views
Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
275 Views
JFE: We Would Fade the Trump Tariff
Steel stocks across Asia are down: Nippon Steel -4.2% JFE -3.3% Kobe Steel -3.3% Nisshin Steel -2.7% Posco -4.4% Hyundai Steel -3.0% China Steel...
199 Views
Besterra (1433 JP) TOPIX Inclusion - Not Inexpensive
SMALLCAP TOPIX INCLUSION EVENTBesterra (1433 JP) is a company with a decidedly unsexy milieu - it gets 98% of revenues from dismantling old steel...
316 Views