Japan - Shorts Cover Consumer Staples, Increase Positions on Consumer Discretionary
The short notional in the market for the week ending 7 February is US$25.00bn (up by US$100mm) with the largest short positions in Itochu Corp...
504 Views
Mazda – Following in Subaru’s Footsteps
We have long been a fan of Mazda’s vehicles and its engineering technology though we would be the first to admit that the company has had its...
396 Views
Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
468 Views
Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
523 Views
Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
667 Views