🇯🇵 JAPAN • The Post-COVID Rotation from Growth to Value Begins + 02/05 Results & Revisions Update
THE 2021 ROTATION BEGINS - For most of the last year, the Japanese equity market has been led by overvalued and overbought high-quality growth...
318 Views
🇯🇵 JAPAN • January Relative Price Scores - Actionable Mean Reversion Trades
As the Japanese equity market continues to rise the 'spread' between the percentage of listed companies that are OverSold and those that are...
574 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
480 Views
Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
399 Views
🇯🇵 JAPAN • Results & Revisions 14th August - Damn the Torpedoes
DAMP THE TORPEDOES - After four additional days of results and revisions announcements, our aggregate trailing and forecast profit data are mainly...
407 Views