Names Down in the First 11 Months Tend to Go up in Japan.....
We looked back over the last 16 years and found that names that are down in the first 11 months tend to outperform in December. To calculate the...
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21 Things Worth Knowing (#7)
1. US Tax reform plans propose taxing corporate cash held overseas at 12% and assets purchased from overseas retained earnings at 5%. Just a...
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Fujifilm - Unloved, but Not Unlovable
When we visited Fujifilm Holdings Corp (4901 JP), recently, our contact did not appear particularly pleased about an article the Nikkei ran on the...
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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...
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Seiko Epson To Replace Toshiba in Nikkei 225
In Toshiba TSE2 Demotion Means Nikkei 225 Change: Seiko Epson Likely? Hmmm... Fun Ahead? from a couple of weeks ago I discussed the impact of Seiko...
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