Business Happenings in the Americas that May Be “Below the Radar” - Week Ending November 13, 2018
Highlights of significant happenings this past week include: Feeding the Dragon - Weichai Power (000338 CH) adds to its global stable of...
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ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018
If there’s one thing we bottom-up small-cap investors do poorly versus our large-cap mutual- and hedge-fund counterparts is overall market...
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1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....
With approx. 90% of names with mkt-cap above ¥50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
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Most / Least Popular Sectors in Japan over Last 2 Weeks....
Over the last 2 week we saw a dip in the number of Analyst Upgrade/Downgrades, most likely due to the fact Earnings is right around the corner....
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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...
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