The Week That Was in NorthAsia@Smartkarma: Theatre of the Absurd, AxE, and Mount Paektu
North Korea continues to threaten the world with its nuclear weapons and ICBM missile tests. Yesterday, North Korea launched another long-range...
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Japan Equity Opportunities:Â High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
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Which Names Do the Best from September to the End of the Year....
With only 2 weeks left in August, we wanted to highlight names that you should be looking at heading into the next couple of months to the end of...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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Companies that Are Chronic Cash Hoarders....
It is not just a Japan issue, a lot of US companies also hoard cash. Apple Inc (AAPL US) for instance has $67bn sitting on the balance sheet. I do...
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