Global Equity Strategy
Global equities continue to stabilize, with the MSCI ACWI’s 50-day moving average acting like a magnet as prices have oscillated above and below...
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Global Equity Strategy
Overwhelmingly, and to take a line from our U.S. Compass report, recent declines have corrected the excess. Where many charts appeared stretched...
412 Views
The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
387 Views
No Need for Autos, Banks or Insurance Analysts, Just Get a Good Japan Strategist....
I have known a number of good Autos, Banks and Insurance Analysts. However the names in the sectors are so highly correlated to TOPIX that there...
378 Views
MS-Japan Index Earning Revision (Apr): Mitsubishi UFJ Financial, Toyota Motor, Ana
We analyzed MS-Japan's consensus for Apr 2026 and highlighted changes of EPS in Mitsubishi UFJ Financial, Toyota Motor, Ana, Toyota Industries,...
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