BBSP Equity Asia Weekly Research 25 Oct 2017
Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP• NIKKEI/MXAP: Long-term outperformance still expected.• ASX/MXAP:...
205 Views
Japan - Can It Get Its Tech Mojo Back with Fintech?
One of several interesting questions from SmartKarma's UK office opening...
155 Views
Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
287 Views
Japan Equity (Bias & Sector) Seasonality: Q4 Trends
Prior seasonality-related insights such as “Sell In May And Go Away?” - Historical Data Is Mixed, But Summertime For US Equities Isn’t Great. and...
147 Views
Global Equity Seasonality: Q4 Trends
Over the observable past using index data and Fama-French "6-portfolio" data (the data intersections of small cap and large cap with Value,...
155 Views