The World's Most Important Central Bank (It's Not the Fed)
Ever since the Great Recession, the world economy has been suffering from a malaise that has come to be known as the “New Normal”; one where real...
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Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
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Overcoming Deflation Is Not Enough Part II: Japanese Services
The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we...
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Japan: Growth Steadying
Japan GDP revised up: The Japanese economy expanded 0.2% q/q in 2Q16, down from a 0.5% q/q gain in 1Q16. Japan’s manufacturing PMI also rose to a...
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ANIMAL SPIRITS™ REPORT 3: APAC Country Outlook Summary
Animal Spirits™ is an equity-focused Asia Pacific Investment Strategy report. It harnesses macro, fundamental, and quantitative analysis and...
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