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Tokio Marine Holdings (8766 JP)
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183
Analysis
Financials
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Japan
Tokio Marine Holdings, Inc., through subsidiaries, offers property, casualty and life insurance, and asset management services.
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bearish
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Macroeconomics
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14 Nov 2016 17:22
Money Matters: Chinese Monetary Aggregates Point to Accelerating RMB Weakness.
Friday saw the release of the Monthly Chinese monetary aggregates. M2 rose 11.6% year-over-year. Although this is one the lowest percentage growth...
Stewart Paterson
316 Views
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bullish
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Thematic (Sector/Industry)
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10 Nov 2016 11:59
While Trump Victory May Increase Volatility, There Are Some Long-Term Positives for Financials
Donald Trump's unexpected presidential victory in the U.S. has certainly surprised the global financial markets, and we expect a fair amount of...
Morningstar, Inc.
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140 Views
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bearish
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Macroeconomics
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08 Nov 2016 12:09
What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
Christopher Balding
171 Views
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bullish
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Thematic (Sector/Industry)
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05 Nov 2016 16:22
Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
I’ve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
Sean Maher
166 Views
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bearish
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Thematic (Sector/Industry)
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05 Nov 2016 14:29
Why Hold Japan, Part I: Relative Tax Regimes
SummaryForeign investors now form the largest cohort of investors in Japanese stocks, according to Tokyo Stock Exchange data. Yet given Japan's...
Naomi Fink
334 Views
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