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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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bullish
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Thematic (Sector/Industry)
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30 Sep 2016 10:45
Liquidity and Technical Drivers of Hybrids
Bank hybrids have been issued in the Australian financial landscape for over 20 years in various forms. While drivers of performance have varied...
BondAdviser
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385 Views
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bullish
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Thematic (Sector/Industry)
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26 Sep 2016 07:38
Consumer Banks in Asia May Fare Better at a Time when Large Corporate Stresses Are Evident
There is plenty of corporate risk out there. We have seen this across several large economies in the way of meaningful corporate stress. In South...
Daniel Tabbush
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173 Views
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bullish
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Thematic (Sector/Industry)
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23 Sep 2016 11:19
ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
Paul M. Kitney, PhD
213 Views
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bullish
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Thematic (Sector/Industry)
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21 Sep 2016 09:03
ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
Paul M. Kitney, PhD
361 Views
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bearish
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Macroeconomics
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19 Sep 2016 08:09
BoJ Tapped to Taper
In their policy meeting on September 20-21, the BoJ will be essentially admitting that they can no longer pursue 2% inflation rate target as...
Naomi Fink
193 Views
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