The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Japanese Names that Might Be Loved Too Much.....
We screened for names that are loved by the Street (BUY Recommendations are more than 75% of total) and have significantly outperformed TOPIX over...
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Investing in Electric Vehicles
Electric vehicles (“EVs”) have been around for some time now in various shapes and forms. While they have always held immense promise, mass...
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Buoyant Returns Beyond the Benchmark in 2016 YTD
The first 10 months of 2016 brought its fair share of macroeconomic challenges to the region. During the 10 months, the Straits Times Index (STI)...
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Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. The question tends...
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