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....
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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...
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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...
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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...
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