Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Thematic (Sector/Industry)

Japan Consumer staples / Thematic (Sector/Industry)

<ul>
<li>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   </li>
<li>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 </li>
<li>Topix and Nikkei 225 values have mostly recovered from the 4 Aug plunge, but some stocks continues to lag and is a value BUY</li>
</ul>


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


Japan, Beyond the Yen Carry Trade