‘The Wall Between Discretionary and Quantitative Investing Is Coming Down’: In-Depth Interview
The inaugural Sohn Tokyo Conference is coming up on October 16 at Roppongi Hills Club in central Tokyo. Leading up to the event, we caught up with...
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Japan Post Bank: Unlocking Value as Deposits Turn into Growth, Autonomy, and Digital Scale
Bank surpasses three-year target early, now focused on growth and new opportunities post-government supervision. Valuations do not reflect...
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Q2 Outlook - Asian Equity Markets
Our outlook for Q2 2026 onwards. Separating the short-term noise from our longer-term investment themes. In Part 2 look at Asian equities
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Tactical Trading – Increasing Cyclical Exposure in Japan
Mitsubishi 8058.T rallied 8% yesterday with other potential beneficiaries of the Trump-Takaichi summit. Nikkei link below. Key is the development...
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Aequitas: Infroneer Holding Placement - Positives Baked In, Somewhat Flagged
INFRONEER Holdings (5076 JP) aims to raise around US$800m to fund the acquisition of Swing Corporation. In this note, we talk about the deal dynamics.
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