Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICALĀ SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
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Japan : Q2 Sector & Company Performance Review
DOMESTICĀ DEFENSIVE SECTORS ā² GLOBAL CYCLICAL SECTORS ā¼Ā -Ā The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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With āBrand Buildingā Ad Era Over, Can Food Inflation Rescue FMCG Margins?
Iāve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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Names Down in the First 11 Months Tend to Go up in Japan.....
We looked back over the last 16 years and found that names that are down in the first 11 months tend to outperform in December. To calculate the...
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Advertising Industry Gets Disrupted, as Central Bankers Fly Blindā¦
Weāve seen a number of advertising sector profit warnings from Dentsu to WPP amid signs that key clients across the FMCG sector are questioning...
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