International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
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Japanese Banks: Silver Lining in Digital Banking Lies in Cost Savings
Better regulations and technology benefits will increase disparity among Japanese banks; Mitsubishi UFJ Financial Group (8306 JP) remains our top...
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Industrial Capsule: Monetary Intermediation in Japan
Industry’s growth capped by weak lending demandSluggish Japanese economic growth and low demand for lending limited the industry’s expansion in...
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Asset Light Is the Right Strategy for Undervalued SMFG; Lifting the FVE to JPY 5,000 Per Share
We are increasing our fair value estimate for Sumitomo Mitsui Financial Group, or SMFG, to JPY 5,000 per share from JPY 4,500 per share as we...
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Will Quantum Computing Crush Cryptocurrencies?
As covered back in May, Japan is becoming a blockchain/crypto leader and local banks lagging global peers and the wider market are not reflecting...
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