Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
590 Views
Renault/Nissan:Â Mangalore Alert!
Jean-Dominique Senard, new chairman of Renault, was recruited from Michelin Group (ML FP)Â to replace beleaguered Renault SA (RNO FP)Â CEO and...
1k Views
Nissan: Pressure From Paris Won't Work... But It Probably Will Increase the Chance of a Dividend Cut
Early this morning the Yomiuri Shimbun reported that Renault SA (RNO FP) had decided to block Nissan CEO Saikawa's reappointment at the company's...
636 Views
🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
625 Views
Nissan: Production Cut May Presage Dividend Cut Opening Up Downside
The Nikkei reported this morning that Nissan Motor (7201 JP) will cut global production by 15% for the coming FY03/20. Domestic production will...
721 Views