ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
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Lawson - MitCorp Tender Has Arrived
Mitsubishi Corp (8058 JP) has just announced it resolved at its Board of Directors meeting it intends to conduct a tender offer for 16,649,900...
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Lawson - MitCorp Tender Coming?
This morning carried an article in the Nikkei suggesting Mitsubishi Corp (8058 JP) was 'considering' a tender offer to lift its stake in Lawson Inc...
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Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
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Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
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