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,...
643 Views
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...
264 Views
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...
213 Views
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...
361 Views
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,...
188 Views