Japan Post Holdings - Guidance Continues to Underwhelm
Company's H1 results show improvement, but no guidance raise for FY; Financial subsidiaries gain from interest rate increases but holding company...
140 Views
Overview #12 - Not Another Trump Trade!Time to Fade?
A review of recent events/data impacting our investment themes and outlook. We look at the some post election trends in China, Japan and Precious...
457 Views
Making Bank - Sector Outperforming Despite the BoJ's “dovishness”
Analysts raise earnings estimates for megabanks, but upcoming results may trigger a "sell on the news" reaction. Overall, long-term outlook...
196 Views
NPC/MoF Press Conference- First Take
Local government debt swap surpasses expectations, but promises of more to come is giving some investors fatigue. Market action is promising
288 Views
Much Ado About Nothing -Or Why the China Stimulus Package Doesn’t Matter as Much as Investors Think
Expectation management has been key as China's economic data surprises on the upside, but divergent investor views and Trump's win may lead to...
264 Views