No Need for Autos, Banks or Insurance Analysts, Just Get a Good Japan Strategist....
I have known a number of good Autos, Banks and Insurance Analysts. However the names in the sectors are so highly correlated to TOPIX that there...
263 Views
The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
247 Views
Japan Mega Banks Face Sizeable Earnings Risk from US Bonds
Shizuoka Bank Ltd/The (8355 JP) cut its forecast profit by 26% due to mark-downs in its US bond portfolio. This has implications for the major...
160 Views
Oversold Financial Sector Moving on Volume in Japan....
We were looking for oversold names that are bouncing on volume and found that the majority of names that met the criteria were in the Financial...
589 Views
Analyst Viewpoint on Consumer Finance : Japan
The analyst viewpoint series features interviews with analysts from several of the 46 markets covered in Euromonitor’s Consumer Finance research...
1.9k Views