Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. Â The question tends...
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Nine STI Stocks See Volume Surge in Early Week
§  As many as 9 STI Stocks have traded more than double their three month daily average volume in trading sessions for the early week of 21...
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Charged Up: Adoption Will Take Off as Electric Vehicles Reach Cost Parity
The market underestimates the potential for electric vehicle (EV) adoption. Bears point to high costs and low range versus internal combustion...
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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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Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
I’ve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
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