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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Ricoh (7752 JP) Forecasts US$1.6bil Loss
Ricoh Co Ltd (7752 JP) announced that it was taking impairment charges of ¥140bil on Ikon and a ¥40bil charge on its purchase of Mindshift, with...
173 Views
Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
266 Views
Could Japan's Aggressive Stock Buyback Spree Slow an Economic Rebound?
Offerings of equities and convertible bonds totaled 720 billion yen over the first nine months of '16 and the trend continues unabated. Its the...
3.2k Views
Minimal Impact From Larger Credit Loss on Toshiba; Maintaining FVE for Major Japanese Banks
On Jan. 19, Toshiba Corp (6502 JP) reported that it will likely book a combined noncash charge of up to JPY 700 billion, mainly for goodwill...
795 Views