🇯🇵 JAPAN • Results & Revisions 10/23 - Canon MJ, Cawachi, T Steel, Morning*J, Acom
• BEST & WORST • Our best and worst pairing from Friday's announcements is consumer loan leader Acom (8572 JP) and Tokyo Steel (5423 JP).
365 Views
Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
611 Views
Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
554 Views
Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
409 Views
Sector Capsule: Imaging Devices in Japan
Digital cameras see 10% retail volume decline to reach 3.2 million units in 2017. Fixed lens cameras loses ground in digital cameras to SLR...
388 Views