Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
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EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
686 Views
Falling Sales Continue for Japanese Jewellery Retailers Except for Milk and As-Me Estelle
Japan’s jewellery retailers have had a dreary decade, forced to slash stores and brands in order to stop the flow of red ink, There is some...
343 Views
TASAKI: [CORRECTION]: Glaring error in my analysis
(24 Jul 201: 10 hrs after first piece published): Hold the presses!I missed a key piece of information in a glaring oversight on my part. I blame...
526 Views
TASAKI: A turnaround-slash-company-sale-slash-huge-buyback-slash-China-inbound-tourism-story
As their website says, TASAKI (7968) is Japan's only 'Maison' which has its own pearl farm. TASAKI has been in business for ~70 years, was listed...
409 Views