Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
435 Views
Concordia FG (7186.JP): An Embarrassment of Riches
Most foreign institutional investors will likely be unfamiliar with the name Higashi-Nippon Bank (HNPB), a small Tokyo-based secondary regional...
447 Views
JAPAN PASSIVE - BOJ To Buy Less Nikkei 225? Highly Likely
In both my insight last week JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 and my piece in February The BOJ's Ongoing ETF Impact - Is a...
631 Views
Japan's Corporate Governance Code Amendments - A Much Bigger Stick for Activists and Stewards
Japan's Corporate Governance Code was created in 2015 after years of behind-the-scenes pushing by large foreign investors and some largely...
752 Views
A Potential New and Formidable Entrant into the AI Semiconductor Space: AI Readings
For all the talk of crypto mining generating significant revenue for Nvidia it is important to realize that Bitmain Technologies crypto mining...
125 Views