Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
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π―π΅ JAPAN β’ Results & Revisions ββββββββββββββββββββββββββββββ02/ββββββββββββββ02 - Aisin, MonotaRO
Of Tuesday's 86 results announcements, 70% scored positively for earnings momentum despite trailing revenues falling by 5.9% on average and a 0.3...
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Shortlist Of High Conviction Ideas Across Japan, China, India - June 2026
Blowout retail sales volume growth for Maruti Suzuki (Suzuki Motor) in June. With two days still remaining in the month, retail sales volumes are...
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π―π΅ JAPAN β’ Results & Revisions 31st July - Takeda, Yamato/SG, Seria, FP, Keyence, Dai-Ichi Sankyo
CORRECTION - The last day of July saw the TOPIX index fall by 2.8% to reach a new two-month low, 8.2% below the closing high of June 8th. A...
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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...
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