Bullish Developments Continue; MSCI ACWI Ex-US 1-Yr Breakout; Buys in Energy, Materials, Financials
We remain bullish on global equities as long as $ACWI remains above $93, targeting $110; Bullish developments continue: $DXY below $101.50, small...
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NTT (Buy) - Investor Day Highlights Global Data Center Business
NTT’s data center business is growing 20%+/year before currency tailwinds as the NTT Data integration kicks off. We have updated our model and SOTP...
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Nikkei 225 Rebalance Day - Shinsei Dip Chance?
Nikkei 225 Rebalance Day. Shinsei Out. ORIX In. Shinsei hasn't fallen in preparation but Orix is up strongly vs Peers in the period. There are two...
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NTT To Raise Money Through Asset Sales, Invest, and Buy Back More Stock
The Nikkei carried an article (Japanese only) last night which effectively "confirmed" what NTT (Nippon Telegraph & Telephone) (9432 JP) CEO...
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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