🇯🇵 JAPAN • Results & Revisions ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​01/​​07 - Izumi, Shift, NEXTAGE
As Japan re-enters its muted, month-long and region-specific version of 'lockdown', our best and worst larger-cap pairing for Thursday is Nextage...
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🇯🇵 JAPAN • Results & Revisions: 10/​​​​​​​​​08 - Shift, Seven&I/Lawson, Hisamitsu, Nippon Shokubai
• BEST & WORST • The best and worst pair from yesterday's announcements is DAILY STATS 21 Quarterly Results Results Score: 62%...
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Major Indexes Testing Resistance
Positive news flow surrounding COVID-19 is encouraging on many fronts. Still, despite encouraging news and the relief rally in global equities,...
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Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
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Opportunities in European & Japanese Equities
As global equity markets pull back amid the U.S./China tariff saga we continue to believe this is an attractive time to add exposure. This view is...
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