Oversold Financial Sector Moving on Volume in Japan....
We were looking for oversold names that are bouncing on volume and found that the majority of names that met the criteria were in the Financial...
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Konami (9766): Readthrough from Its Casino Interview
Konami's (9766 JP) management interview with Bloomberg, on the subject of casinos in Japan and its involvement in them, is interesting at a number...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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Global Capital Trends In Real Estate In 2016
Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...
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