Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

Macroeconomics

The under-performance of Japan's non-IT sector was our focus last time (see <a href="https://www.smartkarma.com/insights/japan-non-it-industries-overcoming-deflation-not-enough" target="_blank" data-smartkarma-citation="insights:4491">Japan Non-IT Industries: Overcoming Deflation Not Enough</a> ), where we demonstrated why overcoming deflation alone will not resolve Japan's economic problems.  We observed clear out-performance of the "deflationary" IT vs non-IT sector in terms of productivity.  We then examined the role of Investment-Specific Technology (relative capital vs consumer goods deflation) in productivity growth and found it responsible for…

The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we demonstrated why overcoming deflation alone will not resolve Japan's economic problems.  We observed clear out-performance of the "deflationary" IT vs non-IT sector in terms of productivity.  We then examined the role of Investment-Specific Technology (relative capital vs consumer goods deflation) in productivity growth and found it responsible for…

Overcoming Deflation Is Not Enough Part II: Japanese Services

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Fukuoka Financial Group / Technical Analysis

Chartonics webcast Wednesday 31 August 2016Japan stock long playsTo view click on this link: <a href="http://www.screencast.com/t/GHtat5tVz" target="_blank">http://www.screencast.com/t/GHtat5tVz</a> 3:17 min.<div>
<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/012/504/original/CPG%20FRONT%20COVER.png?1472616736" class="editor-image img-responsive" data-smartkarma-image-id="12504"><figcaption class="figcaption">Long Japan stocks plays</figcaption></figure> 
</div>Our call on a weaker JPY puts into play Yen sensitive stocks paritulalry since the Nikkie overall remains rather boxed (prefer to load up on September weakness).<div>SMFG (8316) - Breakout today above 3,500 . Long from 3,620 with ST dip swing risk to 3,500. ST rally target at 3,900 representing MT inflection resistance above which we would…</div>

Chartonics webcast Wednesday 31 August 2016Japan stock long playsTo view click on this link: http://www.screencast.com/t/GHtat5tVz 3:17 min.
Long Japan stocks plays 
Our call on a weaker JPY puts into play Yen sensitive stocks paritulalry since the Nikkie overall remains rather boxed (prefer to load up on September weakness).SMFG (8316) - Breakout today above 3,500 . Long from 3,620 with ST dip swing risk to 3,500. ST rally target at 3,900 representing MT inflection resistance above which we would…

Japan

YASKAWA Electric Corporation manufactures and markets servomotors, controllers, inverters, and industrial robots.  The Company's products include spindle controllers, computerized numerical control (CNC) systems, and system engineering.

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Yaskawa Electric (6506 JP)

Overcoming Deflation Is Not Enough Part II: Japanese Services

The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we...

Naomi Fink

Japan Bullish Breakout Stock Bets

Chartonics webcast Wednesday 31 August 2016Japan stock long playsTo view click on this link: http://www.screencast.com/t/GHtat5tVz 3:17 min. Our...

Thomas Schroeder

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