Japan/Asia Long-Short, LightStream Research

Mio Kato

Over 15 years analysing Japanese and Asian stocks from a long/short perspective

I focus on cyclically driven sectors such as Gaming, Factory Automation and Autos

An eclectic background as a long-short analyst, upper management at a financial data startup through its listing, and as the founder of a team analysing big/alternative data, all of which supports independent and differentiated views... we hope

An appreciation for Mathematics drives the development of a "Micro-Quantamental" process which can provide a data-driven, historically-informed and semi-automated foundation upon which to layer more qualitative and judgemental analysis, thus improving investment decision-making speed and accuracy

Japan/Asia Long-Short

Japan: Wage Inflation, Startups and an Evolving Economy

Japan's Long-Term Macro Trend Change - Time Has Defeated Deflation Where the BOJ Could Not

Japan Reflation Take... 4? - The End of Deleveraging

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Macroeconomics

<p>In <a href="https://www.smartkarma.com/insights/japan-reflation-take-4-the-end-of-deleveraging" target="_blank" data-smartkarma-citation="insights:11198">Japan Reflation Take... 4? - The End of Deleveraging</a> we discussed the return to health of Japanese SMEs and the tightness in the job market. In recent weeks we have also personally seen consistent activity from job agents in terms of LinkedIn contacts, feeler emails and cold calls as well as hearing of similar approaches to current and former colleagues. Today we had the opportunity to lunch with a headhunter on the frontlines to discuss labor market conditions at length and we believe…</p>

In Japan Reflation Take... 4? - The End of Deleveraging we discussed the return to health of Japanese SMEs and the tightness in the job market. In recent weeks we have also personally seen consistent activity from job agents in terms of LinkedIn contacts, feeler emails and cold calls as well as hearing of similar approaches to current and former colleagues. Today we had the opportunity to lunch with a headhunter on the frontlines to discuss labor market conditions at length and we believe…

Wage Growth Is About to Return to Japan and Could Lead to Labour Market Reform