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...
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Smartkarma: Special Situations Weekly Update (3 April 2017)
We at Smartkarma Special Situations put out this weekly update to highlight trade ideas we like, key events from the week gone by and what to look...
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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...
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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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The Week That Was in NorthAsia@Smartkarma
This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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