JAPAN PASSIVE: The BOJ and Japan ETFs
Just under a year ago I wrote a piece about the BOJ's ownership of Japan ETFs called JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See...
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Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
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Diverging Credit Quality to Worsen at Mega Banks Vs. Peer Banks?
The mega banks in Japan are seeing non-performing loans (NPLs) rising from foreign offices, not from domestic operations. The impact is a divergent...
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The Week That Was in NorthAsia@Smartkarma - Catwoman's Cosmetics, Basquiat, And "Mr. G. Shepherd"
In this week's "The Week that was in NorthAsia@Smartkarma," we interview Ally Park, Smartkarma's latest independent insight...
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Who Do Analysts like and Do Not like After Earnings....
With the full-year earnings season over, we screened for names that picked up the most upgrades and downgrades in the last month. Which companies...
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