Japanese Banks: End of March Blues
Last week was an extraordinarily volatile period for Japanese bank stocks, with the sector rising around 14% after a protracted period of negative...
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Global Banks – Razor Thin Capital
It is not the time to have limited capital. There are bound to be mishaps with derivatives, securities, not just loans. While total provisions can...
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Nanto Bank (8367 JP): Deer Prudence
Nara, in the Kinki Region of western Japan surrounding Osaka, is famous for its magnificent temples and its sacred shika spotted deer that roam...
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Japanese Banks: A Chill Wind in October
After a somewhat euphoric start to September, with some Japanese bank stocks recovering as much as 20% from their mid-August lows on a global wave...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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