China Steel Industry: Are Overcapacity Issues Resolved?
We remain selective in the Asian steel space, as overcapacity issues are here to stay.China's steel industry has long been affected by overcapacity...
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Asian Alpha Hedge Fund (AAHF): INTRODUCTION
Asian Alpha Hedge Fund (AAHF) returned 32% in the first quarter of 2025. The fund outperformed the MSCI All Country Asia Pacific index by 28%. ...
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ADEKA Partial TOB for Nihon Nohyaku (4997 JP) : Part I
Today after the close, food (margarine, oils & fats for chocolate and similar, shortening, frying oil, etc) and chemical (polymer additives,...
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The Case for Semi-Annual Reporting
Generally speaking, if Stanley Druckenmiller says something is a bad thing and Donald Trump suggests it is a good thing, or at least is an idea...
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Smartkarma's Week That Was in JP/KR: BOJ Again, JP/KR Earnings! & SK Telecom
Last week was a week of earnings releases for Japan analysts in this Smartkarma community. I have picked up several earnings insights from the...
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