Japan Gets an Object Lesson in Investor Relations
It seems strange that of all the firms in Japan to error so badly on the investor relations front it should be Sony (6758 JP). Management has a...
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A Potential New and Formidable Entrant into the AI Semiconductor Space:Â AI Readings
For all the talk of crypto mining generating significant revenue for Nvidia it is important to realize that Bitmain Technologies crypto mining...
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Observations from Three Weeks Marketing Japanese Equities in the US
It is widely observed that the Japanese stock market performs poorly in calendar 1Q and seems to do okay for the rest of the year. With that in...
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Japan Crossholdings: Japan Exchange's Sale of SGX Shares Sets A Precedent - Watch Closely
The BackgroundThe establishment of the Japan Corporate Governance Code in 2015 was a beginning step to better governance at stodgy Japanese...
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Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year.  Latest Positioning OverviewJapan's...
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