Smartkarma's Week that Was in JP/KR: September Seasonality Suggests Securing Shares Selectively
Markets fell throughout the week as KOSPI declined 1.78%, in line with MSCI World's 1.74% drop but Topix underperformed, declining 2.94%. Tech and...
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Japan Telcos (SoftBank, 9984 JP; Docomo, 9437 JP; KDDI, 9433 JP) Pushed to Improve Pricing Practices
In a public speech, Chief Cabinet Secretary Yoshihide Suga said mobile carriers had room to lower bills by 40 percent. These and other comments may...
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JAPAN FLOW Redux : Foreign Investor Flows (Still) Matter, and They Are (Still) Cyclical
A Bloomberg story this past week titled "A $35 Billion Selloff Is Pulling Down Japan's Stock Market" (link) got tweeted into my Twitter timeline so...
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Global Strategy: Carnage Continuation Amid Turkey Turmoil and US Dollar Breakout
Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective. ...
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Japan Telco Results Summarized. Generally Positive Ahead of Softbank KK IPO
This is a quick summary of Japanese results that were released while I was on leave. Overall, the story of rising returns remains in place. The...
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