🇯🇵 JAPAN • The Hundred Days War - COVID Heroes & Villains
THE 'HUNDRED DAYS WAR' - It is almost one hundred days since the equity markets began to discount the onset of COVID-19. Since the TOPIX closing...
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Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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Last Week In Event SPACE: ESR/Sabana REITs, Vedanta, Leyou, Alpha, Metlifecare, Melco, Neles
Last Week in Event SPACE ... The parade of S-REIT mergers continues with ESR-REIT (EREIT SP)finally taking Sabana Shari’ah Compliant REIT...
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Leyou – Trading Considerations
With the drama surrounding Leyou and Charles Yuk’s attempts at a sale approach daytime soap levels, we examine the factors traders should consider...
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Tencent's Turn To Run A Ruler Over Leyou
A Brief Background There appears to be no shortage of interest in online game operator Leyou Technologies (1089 HK). Back on the 20 September...
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