International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
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The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
240 Views
Last Week in Event SPACE - Toc, Interflex, Dialog, Uniper, Samsung Heavy
Last week, Toc Co Ltd (8841 JP) appears all stitched up after a bigly buy-back; arbitragers and/or a defect incident send Interflex Co Ltd (051370...
273 Views
No Need for Autos, Banks or Insurance Analysts, Just Get a Good Japan Strategist....
I have known a number of good Autos, Banks and Insurance Analysts. However the names in the sectors are so highly correlated to TOPIX that there...
263 Views
Japanese Banks: Silver Lining in Digital Banking Lies in Cost Savings
Better regulations and technology benefits will increase disparity among Japanese banks; Mitsubishi UFJ Financial Group (8306 JP) remains our top...
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