In today’s briefing:
- Japan, Beyond the Yen Carry Trade
- China Property Developers In Distress – Weekly News & Announcements Tracker | August 9-15, 2024
- GEMWeekly (16 Aug 2024): Chinese Macro Disappoints; India Macro; Bharti Airtel, Samsung Electronics
Japan, Beyond the Yen Carry Trade
- Japan market is more than just about the Yen carry trade, it is fundamentally sound and attractive valuation wise. It can prosper with a stronger JPY/USD
- We believe the longer-term story has not changed, the battle for manpower will make Japan companies more productive and invoke the capitalist animal spirit
- Topix and Nikkei 225 values have mostly recovered from the 4 Aug plunge, but some stocks continues to lag and is a value BUY
China Property Developers In Distress – Weekly News & Announcements Tracker | August 9-15, 2024
- This note is a weekly (select weeks on SK) curated selection of Chinese news articles and company announcements focused on developers in distress
- We look for their deals, updates, specific project progress news (‘local signals’), as well as relevant local research commentaries about the market
- We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to sources
GEMWeekly (16 Aug 2024): Chinese Macro Disappoints; India Macro; Bharti Airtel, Samsung Electronics
- The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: China industrial production, retail sales, fixed asset investment; India inflation data.
- Companies mentioned:Bharti Airtel (BHARTI IN), Samsung Electronics (005930 KS)
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