Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
477 Views
International Compass
Top-down and bottom-up technicals continue to articulate a bullish global outlook.  However a big rotation is underway.  The "anti-reflation" call...
609 Views
Toray--Not a Buy Despite Low Valuations
Toray's share price has been weak ever since it announced FY16 results on May 10th, despite both results and FY17 outlook being largely in line...
296 Views
Japanese Chemicals: Chinese Policy Threatens Petrochemical Spreads
Spreads for many petrochemical products, including ethylene itself, were strong from the beginning of FY16, in part because of extended trouble at...
389 Views
Suzuki Motor's Indian LIB Move - LiB Supply Chain Readthrough
Suzuki Motor announced on April 17th that it had reached a basic agreement to establish a lithium battery (LiB) pack joint venture in India...
430 Views