Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Thematic (Sector/Industry)

<h2><strong>GDP Growth Seen as Impressive Despite Demonetisation</strong></h2><p>While street estimates of India’s third quarter GDP wavered around the low 6% range on the back of demonetisation, the Central Statistical Office surprised all with its figure of 7% for the October-December quarter. Private consumption during the period, too, grew at 10% YoY. While the official GDP figure was 40bps lower than the previous quarter, it still made it seem like demonetisation did not have the adverse effects that analysts had…</p>

GDP Growth Seen as Impressive Despite DemonetisationWhile street estimates of India’s third quarter GDP wavered around the low 6% range on the back of demonetisation, the Central Statistical Office surprised all with its figure of 7% for the October-December quarter. Private consumption during the period, too, grew at 10% YoY. While the official GDP figure was 40bps lower than the previous quarter, it still made it seem like demonetisation did not have the adverse effects that analysts had…

Update: Revival of Key Sectors Seen as Demonetisation Blues Fade Away

India

TVS Srichakra Limited manufactures tires, tubes and rubber products.

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Tvs Srichakra (SRTY IN)

Update: Revival of Key Sectors Seen as Demonetisation Blues Fade Away

GDP Growth Seen as Impressive Despite DemonetisationWhile street estimates of India’s third quarter GDP wavered around the low 6% range on the back...

Mio Kato

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