Critical Supports Holding in the US, Europe, & Japan; Buying Health Care, Utilities, Materials, Tech
Various indicators are making a turn for the better, including early signs of interest rates bottoming in the US and Germany, a false breakdown in...
332 Views
The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
427 Views
🇯🇵 JAPAN • The Post-COVID Rotation from Growth to Value Begins + 02/05 Results & Revisions Update
THE 2021 ROTATION BEGINS - For most of the last year, the Japanese equity market has been led by overvalued and overbought high-quality growth...
318 Views
🇯🇵 JAPAN • Results & Revisions 01/14 Fast, Create, Canon, AGC
Thursday was the disclosure 'peak' for the November/February/May/August year-end group of companies. One-quarter of the companies reporting results...
564 Views
🇯🇵 JAPAN MARKET UPDATE 18th May - "Worsening"
"WORSENING" - The Cabinet Office updated their Business Condition Leading Indicator for March this week, confirming the trend already apparent from...
353 Views