Five Milestones Thailand Hit in 2017
Well, it's 2018 now. We've looked into the future with our three part strategy series in December, and in this review, we highlight the five major...
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The Week That Was in NorthAsia@Smartkarma: Japan Technical Bulls, Sosei & Jin Air/CTK Cosmetics IPOs
With earnings season coming to a close, content was lighter this week in Japan and Korea. Douglas and Sanghyun provided coverage on the upcoming...
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Nikkei Mushroom Part 2 - Buy Back Levels
We have liked Japan since 2016 with a base long from Nikkei 17,000 and the fresh buy call at 21,020 with the bet that this breakout would force a...
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Technically Attractive EAFE Stocks, with Positive EPS Momentum
Today’s report is a bottom-up compilation of technically attractive EAFE stocks, with one fundamental kicker: each name is accompanied by positive...
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Buying Japan Tech Stocks
We have maintained our macro bullish view in the Nikkei from 17,000 and see increasing evidence that we will be able to clear the all mighty 21,000...
292 Views