🇯🇵 JAPAN • Revisions & Results Update - 30th March
MONDAY 30th MARCH - As the Government of Japan and the Governor of Tokyo toy with ending its Swedish-style limited containment protocol, eleven...
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EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
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Global Equity Strategy: Market Deterioration Continues; Cyclical & Growth Sectors Breaking Down
In our October International Strategy, we provide a synopsis on current market conditions around the globe, and explore the following themes in...
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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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JPX Margin Trading Weekly (Apr 17th): Kioxia, Advantest, SoftBank, Lasertec, Fujikura
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Advantest (6857 JP), SoftBank (9984 JP),...
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