Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
367 Views
Smartkarma’s Week That Was in JP/KR: Japan Passive & Koreans' Rush to Buy Overseas Stocks
The Japanese stock market continues to outperform the Korean stock market in July. TOPIX is up 2% while KOSPI is down 1.6% this month (as of July...
450 Views
Kao Corp: Takes a Gamble With Leaner Cosmetic Line & Alternative Sales Channels To Further Growth
Kao Corp (4452 JP) is at a crossroads where it must look to alternate channels and regions to continue its growth. Unlike peers like Shiseido and...
476 Views
Post 2Q18 Earnings, LG H&H or Shiseido?
LG Household & Health Care (051900 KS) makes fantastic cosmetics and the company continues to execute its strategy of expanding its share in...
409 Views
JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
556 Views