Japan Fortnightly Update: Market PE at ‘Abe-Era’ Low
GOOD RESULTS/WEAK MARKET - It may just be because the ‘Obon’ holidays start next week, but the Japanese equity market has greeted the seventh...
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Construction Activities in Key Economies and Robust Demand for Semiconductor Silicon Drive Earnings
Shin-Etsu reported its first quarter FY03/19 results on Wednesday 25 July beating consensus estimates, particularly at the OP line (+5.2% vs....
568 Views
JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
729 Views
Semiconductor Silicon Wafers- Global Supply, Demand & Pricing Review Q2 2018
Silicon wafers are the basic building blocks and a critical supply-chain component underpinning a global semiconductor industry which clocked up...
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JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225
The last couple of weeks have seen stories carried in the media about the impact of the BOJ in its equity index ETF buying program. Some of these...
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