Japan: Capital Raising - Who's Next?
CAPITAL RAISING - WHOS NEXT? - A number of large capital increases have been announced by large and mid capitalisation Japanese companies in the...
405 Views
Outsourcing (2427): High Fixed Cost Burden but Stronger Balance Sheet Opens Up Growth Again
Yesterday, Outsourcing Inc (2427 JP) announced a new share offering. A large one. And for keen watchers of the stock it was probably flagged by the...
438 Views
Japan: Seasonality - "Sell in July and Say Goodbye...Please Come Back on Culture Day"
IN ONE SENTENCE - If you wish to read no further, this insight can be summarised as - 1st Half > 2nd Half + 1st Quarter > 2nd Quarter >...
646 Views
Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
361 Views
Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
500 Views