Global Equity Strategy: Short-Term Bullish Trends Clash With Longer-Term Resistance
For now we view the recent pullback as a countertrend move that helped correct the extended and overbought conditions we noted over the past two...
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Japan Retail Highlights 2018-19: Sector by Sector and Winners in Each Sector
The following provides a snapshot guide to the performance of all the main retail sectors in Japan in 2018-19 sector by sector including winners...
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Japanese Supermarket Consolidation Likely and Soon
Signs of consolidation in the supermarket sector have come and gone over the past decade, but recent events suggest there will now be a sustained...
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Global Equity Strategy: Cautious Outlook Intact; Defensive Sectors Remain Leadership
Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Our outlook for global equities...
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Smartkarma’s Week That Was in JP/KR: Market Turbulence 10 Years After 2008, Coway, & Celltrion
The Korean and Japanese stock markets have fallen sharply in October. Nikkei is down 12% and KOSPI is down 14% in October. It has been 10 years...
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