JAPAN FLOW III: The Mechanics of BOJ Buying
This is the latest in a series of JAPAN FLOW regarding recent and forward flow dynamics of Japan equities.The first two are: JAPAN FLOW I: The...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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NTT: Costs Lower, Earnings Better, Nice Noises; No Buyback Yet But Nice Noises There Too
NTT (9432 JP) reported earnings today and while the underlying was pretty well-known after consolidated subsidiaries NTT Docomo Inc (9437 JP) beat...
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JPX-Nikkei 400 Periodic Review 2016: The INs and the OUTs
On Friday, Aug 5th after the close, JPX announced the changes to the JPX-Nikkei 400 index with an effective date of August 31st. That means they...
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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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