Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
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Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
559 Views
Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
734 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (8 June 2026)
Discover 18 pair trade opportunities across five markets and eight sectors using statistical mean-reversion methodology for actionable insights.
128 Views
Smartkarma’s Week that Was in JP/KR: Nexon, Subaru, Segyung Hitech and Samsung Electronics
Below is the list of Japan/Korea-related posts put on the Smartkarma platform during the week of 03rd June 2019.
753 Views