Komatsu's Acquisition of Joy Global to Enhance Its Mining Portfolio and Free Cash Flow Generation
We think Komatsu’s USD 2.9 billion all-cash offer for U.S. heavy equipment firm Joy Global is strategically positive. The acquisition will round...
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Japanese Elections: "Abenomics" Versus a Move to the Right
In the shadow of the EU referendum, rising support for conservative political factions among disaffected voters seems to have rubbed off on Japan,...
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Japan Non-IT Industries: Overcoming Deflation Not Enough
Empirical data on the drivers of Japanese productivity are sadly not at the forefront of Abenomics, but they should be. Europacifica CEO Naomi...
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Korea Stock Market Monthly Recap #3 - (June 2016)
Our portfolio of top picks was up on average 3.0% from its inception on 1 May 2016 to end of June 2016 and during the same period, KOSPI was down...
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Maritime Model Portfolio - Adding Risk with Upgrade on Dry Bulk and Downgrade on Tanker Shipping
Adding risk with upgrade on Dry bulk and downgrade on Tanker shippingThe main change in our stance from the one shared at the start of this year is...
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