Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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Japan Banks – Unloved for Many Reasons
The Bank of Japan (BOJ) offers negative interest rates on monies deposited. Japan’s banks are largely wholesale, with lumpy corporate loans and in...
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Japanese Banks: Beyond the Ides of March
“Beware the Ides of March”: the soothsayer’s repeated warning to ancient Rome’s most famous emperor in William Shakespeare’s play ‘Julius Caesar’. ...
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Smartkarma’s Week that Was in JP/KR: Softbank Telecom IPO & Shinsegae's Pursuit of Amazon Fresh
Below is the list of the Japan/Korea related posts put on the Smartkarma platform during the week of Oct 29.
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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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