The Market Sentimentalist: Political Kill
2016's "Political Kill" season continues, making this year one of the most toxic for incumbent politicians we can ever recall.Monday saw Italian PM...
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TOPIX Promotion Procedures
Lee Mitchell has been writing quite a bit in the last several days about TOPIX inclusion situations. Because stocks which are traded on the JASDAQ,...
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Black Swans, Paradigm Shifts, and Other Ideas
We attended two events hosted by the CFA Society of Thailand last week. One was presented by Port Shelter's Richard Harris and the other involved a...
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The Changing of Wages and the Learning Effect
Professor Takao Komine (Hosei University) argues that a similar "Learning effect", which emerged after the first oil shock and during the second...
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Japan: No Sign of Inflation Yet, but Manufacturing Is Resurgent
Export volumes recovering: Export value fell 6.9% y/y in September, after falling 9.6% in August. However, export volumes grew 4.7% in September,...
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