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Tokio Marine Holdings (8766 JP)
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184
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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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22 Mar 2016 17:04
Global Macro Take: WK 12. Dollar Melt-Down = EM EQ + EM FX + CMD Melt-Up
Barring some kind of shock-event, US dollar liquidation will drive markets for the near-term, possibly even a few weeks. Already elevated EM...
Kay Van-Petersen
201 Views
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bullish
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Thematic (Sector/Industry)
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21 Mar 2016 15:55
ISA - Could Be a Pivotal Turning Point for Korea's Brokerage Sector
ISA (individual savings account) could be a pivotal turning point for Korea's brokerage sector and Korean stock market, similar to how the...
Douglas Kim
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191 Views
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bullish
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Thematic (Sector/Industry)
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14 Mar 2016 10:25
Global Macro Take: WK 11 - ECB Digestion, Fed Wednesday & Potentially Risk-On Reversal
Fed Wednesday, where market will be surprised by a more hawkish than expected statement. Risk is to the upside for greater US dollar strength Euro...
Kay Van-Petersen
187 Views
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bullish
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Macroeconomics
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12 Mar 2016 18:42
Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
ClearMacro
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206 Views
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bullish
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Macroeconomics
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11 Mar 2016 06:00
AmpGFX - ECB and BoJ Policy Easing Paths Diverge
The ECB delivered a comprehensive set of further policy easing measures. But it eschewed the concept of a tiered rate policy, in contrast to the...
Greg Gibbs
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201 Views
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