Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
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BOJ Outcome: Symbolic Stimulus (As We Predicted)
As forecast by Europacifica, BOJ offered symbolic (modest) easing today.- Though it left overnight rates at -0.1%, the BOJ increased its ETF...
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BOJ: The 80 Trillion Yen Question
The Bank of Japan July policy meeting ends tomorrow (Friday 29 July), and markets remain divided as to its outcome. Â Although expectations of...
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CP All: A Walk Down the Memory Lane
CP All, the world's third largest 7-Eleven chain, is one of our five top picks. While we agree there is controversy given its high valuations and...
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Itochu's FamilyMart Buy Completed; Now Back to Your Regularly Scheduled Program
On February 4th this year, FamilyMart's leading shareholder trading house Itochu Corp (which held 36.9% of FamilyMart's shares outstanding at the...
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