Global Equity Strategy: Still Cautious Despite Oversold Conditions
Global markets are overdue for a bounce, But a host of uncertainties including are providing a significant headwind for broad developed and...
643 Views
Japan : Q2 Sector & Company Performance Review
DOMESTICÂ DEFENSIVE SECTORS â–˛ GLOBAL CYCLICAL SECTORS â–ĽÂ -Â The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
409 Views
Names that Do Well in the Summer and Ones that Do Not.....
Summer has historically not been a good time for stocks. TOPIX median performance from July 1 to the end of August is negative 5% and it only has a...
675 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
2.1k Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
864 Views