Japan - Can It Get Its Tech Mojo Back with Fintech?
One of several interesting questions from SmartKarma's UK office opening...
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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...
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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...
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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...
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BoJ Tankan Suggests Goldilocks Scenario Still in Place... For Now
The headline BoJ Tankan number (for large manufacturers) came out at 22, up from 17 last time and representing the highest figure post Lehman....
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