BBSP Equity Asia Weekly Research 25 Oct 2017
Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP• NIKKEI/MXAP: Long-term outperformance still expected.• ASX/MXAP:...
205 Views
Japan - Can It Get Its Tech Mojo Back with Fintech?
One of several interesting questions from SmartKarma's UK office opening...
155 Views
Kansai Mirai: The Most Interesting Arb In The World
On 26 September 2017, Resona Holdings (8308 JP), SMFG (8316 JP), Minato Bank (8543 JP), Kansai Urban Banking Corp (8545 JP), and Kinki Osaka Bank...
577 Views
Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
287 Views
Japan Equity (Bias & Sector) Seasonality: Q4 Trends
Prior seasonality-related insights such as “Sell In May And Go Away?” - Historical Data Is Mixed, But Summertime For US Equities Isn’t Great. and...
145 Views