BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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MSCI ACWI’s Advance Continues: U.S. And Emerging Markets Leading the Way
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March with the U.S. and Emerging Markets leading the move....
167 Views
Japan Gets an Object Lesson in Investor Relations
It seems strange that of all the firms in Japan to error so badly on the investor relations front it should be Sony (6758 JP). Management has a...
377 Views
Observations from Three Weeks Marketing Japanese Equities in the US
It is widely observed that the Japanese stock market performs poorly in calendar 1Q and seems to do okay for the rest of the year. With that in...
133 Views
Sony Reports Stellar Performance in FY03/18; Dulls Forecast for FY03/19
Sony Corp reported its FY03/18 results on Friday, recording 12.7% YoY growth in revenue (JPY8,544bn) and a whopping 154.5% growth in its OP...
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