Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
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Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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Nabtesco 1Q Update: Harmonic Drive Boosts Equity Earnings
Nabtesco released 1Q results with sales up 12.5%, OP up 5.4% and PBT up 47.4% (thanks to strong earnings at Harmonic Drive). Extraordinary profit...
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The Week That Was in NorthAsia@Smartkarma - Pearls, Galaxy S8, and Okinawa
Japan: New Street Research wrote some great research on Softbank Group Corp (9984 JP) called Softbank 2.0 Is Coming But, for Now, Upside Is Driven...
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The Week That Was in NorthAsia@Smartkarma - Realty, Steel, & Mobile Games
This is "The Week That Was in NorthAsia@Smartkarma" for the week of March 20.This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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