Japan Mega-Banks – Fukuoka Financial A Harbinger For Results Season
*Pre-Announcement Has Sector Implications: Fukuoka Financial Group (8354.JP) [FFG] recently announced a revision to its FY 2019 consolidated net...
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Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
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Choke Hold On American SMEs and Ongoing Liquidity Crisis
* Pandemic Stay At Home Orders To Be Extended: Excluding the Northeast Corridor and West Coast, major American cities would appear to be at the...
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Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
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Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
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