Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
593 Views
Smartkarma's Week That Was in JP/KR
This past week (Friday to Friday) saw 196 insights published: 29 on China and HK stocks and another couple dozen on greater China themes and...
476 Views
SoftBank (9984 JP) Mobile Sub-Brands Provide a Case Study for Rakuten (4755 JP) Mobile
“History doesn’t repeat itself, but it rhymes.” Often (incorrectly) attributed to Mark Twain, this aphorism encourages us to riff on past business...
470 Views
Japan Telcos: A Closer Look at 1QFY18/19 Results. Pressure on Pricing Is Real but Ineffective
On reflection, 1QFY18/19 (will use FY18 going forward) was a good quarter in Japan with NTT Docomo (9437 JP) leading the way with a 2ppt increase...
426 Views
Could / Should Japanese Mobile Phone Bills Be Cut 40%?
Japan’s Chief Cabinet Secretary, Yoshihide Suga, clarified his recent remarks about the need to bring down Japanese mobile phone bills, including...
353 Views