Japan: 2018 Sector Review - Down, Down, Deeper & Down
DOWN, DOWN, DEEPER & DOWN - Japanese equities were as unfashionable as the venerable 'Quo' in 2018, although all of the year's decline...
625 Views
2018 Was Not the Year for Value or Beta Names in Japan....
We looked back and identified which factors drove the Japanese market in 2018. We found that Value, which is historically strong in Japan, did...
999 Views
Japan Pharma - Top Picks
While Gni Group Ltd (2160 JP) is our high risk-high return pick, Mitsubishi Tanabe Pharma (4508 JP) is a contrarian call in anticipation of value...
543 Views
Japan: Fortnightly Update - And So It Goes
AND SO IT GOES - After our eight-day 4.5% 'Thanksgiving rally', the market reverted to recent type and promptly fell 6.5% to Tuesday's low, which...
423 Views
Japan: Moving Average Outliers - Market, Sectors & Stocks - Hoshizaki, Sumco & Sharp
MARKET COMPOSITEMARKET MOVING AVERAGES - As a prelude to our usual review of stock moving average outliers, we shall look at the current trend in...
391 Views