Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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Chiyoda's Ground-Breaking Technology with Hydrogen Leads to New Demo Project in the Energy Sector
The government of Japan, together with four major companies, plan to demonstrate the first major hydrogen supply-chain in the run-up to the 2020...
401 Views
Int'l Equity Strategy: Buy Energy, Global Autos
Sector trends are telling a bullish narrative. Cyclical sectors continue to lead, with tech at the helm, and defensive segments still exhibit...
473 Views
Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
529 Views
The Week That Was in NorthAsia@Smartkarma: N. Korea Escalation, Idemitsu Feud and Korea Holdcos
This week Prasenjit K. Basu incites discussion into the policies of the Trump administration centring on recent developments on the Korean...
387 Views