Softbank Corp (9434) Block
As discussed in Softbank Starts on Its ¥4.5trln Capital Plan - A Model for Bullishness, in announcing a sale of $11.5bn of Alibaba Group (BABA US)...
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Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
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Who Is Right in the Korean Stock Market? Foreign Investors or Local Retail Investors?
Something very interesting is going on in the Korean stock market, in a tug-of-war between the local retail investors and foreign investors in the...
402 Views
LINE’s “Acquisition” Would Accelerate Demae-Can’s Growth in the Japanese Food Delivery Market
The "acquisition" offers both the capital and a fairly big cross-selling opportunity for Demae-can to stay ahead of competition and accelerate...
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Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
301 Views