JAPAN PASSIVE: The BOJ and Japan ETFs
Just under a year ago I wrote a piece about the BOJ's ownership of Japan ETFs called JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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Sprint (S) - Son Looks to Bring in Some Big Guns
According to various press reports out of the US, Softbank's (9984 JP) Son is looking to bring in some big money investors into Sprint Corp (S US)...
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Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, Tech, Trump, Trade (Oh, and Autos)
The Week That Wasin North Asia @Smartkarma is a rocur (rotating curator) effort by Douglas Kim, Mio Kato, CFA, Sanghyun Park, and yours truly,...
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