Nomura Continues to Suffer from Negative Implications from Misaligned Management Assumptions
We are lowering our fair value estimate to JPY 310 from JPY 400 per share as we adjust our forecast to reflect higher uncertainty over the near...
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Korea Stock Market Monthly Recap #3 - (June 2016)
Our portfolio of top picks was up on average 3.0% from its inception on 1 May 2016 to end of June 2016 and during the same period, KOSPI was down...
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Macro Chart Focus: Brexit and the Yen
Yen has been the (perhaps unwilling) beneficiary of the risk-aversion of Brexit.This type of environment is a high risk environment for MOF...
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UK Subsidiaries of Asian Banks
There are a handful of listed banks in the UK. But there are nearly 300 UK banks in our SNL database, which include unlisted banks. These are...
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Three Pronged Attack on Japan's Banks, Becomes More Pointed
Japan’s banks face pressure on margins, credit costs and stock market losses. Much of this will worsen further since events in the UK....
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