JAPAN DELTA IV - Is The GPIF In Buying?
The GPIF is the world's largest pension fund at what was $1.6 trillion-plus at the end of December 2019. The management of the GPIF has made...
349 Views
🇯🇵 JAPAN • Results & Revisions Daily Roundup - 27th January - Too Early to Call a Bottom
TRACKING RESULTS & REVISIONS - As the 'season' for quarterly results picks up again, this series of daily insights will summarise the...
282 Views
Hitachi Chemical: How Can You Justify an ¥800bn Valuation?
With Hitachi Ltd (6501 JP) exploring bids for its Hitachi Chemical (4217 JP) unit we examine the subsidiary's array of businesses to try and assess...
571 Views
2018 Was Not the Year for Value or Beta Names in Japan....
We looked back and identified which factors drove the Japanese market in 2018. We found that Value, which is historically strong in Japan, did...
999 Views
Best Japanese Performers in the Fall....
With summer starting to wind down, we put together a screen looking at names that have historically done the best from September through the end of...
408 Views