🇯🇵 JAPAN • Results & Revisions 6th August - Nintendo, Yamada Denki, Terumo, Toyota, Shiseido
•BEST & WORST 6th AUGUST •The 'best' and 'worst' from yesterday's large-cap announcements came from Square Enix (9684 JP) and Shiseido (4911...
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🇯🇵 JAPAN - Stress Tests Part 1 - Altman Z-Scores
STRESS TESTS - This Insight is the first in a series that will use a variety of standard and less-frequently used 'stress-tests' to look through...
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Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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Japan: Scoring Results & Forecasts - Part 3 - Company Winners & Losers
INTRODUCTIONÂ - The final part of our Results and Forecast/Revision Scores review will look at the leading and lagging performers and forecasters...
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Japan Style Analysis - Growth and Not Value Names Are Outperforming....
While it is well known that Value has historically driven the Japanese market, that has not been the case over the last couple of years. In fact,...
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