Japan : Q2 Sector & Company Performance Review
DOMESTICÂ DEFENSIVE SECTORS â–˛ GLOBAL CYCLICAL SECTORS â–ĽÂ -Â The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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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...
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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...
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I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
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