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...
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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
May U.S. Auto Demand: 17.4m Unit SAAR Reflects Rising Incentives over Memorial Day Weekend
Light Vehicle SAAR in May came in at 17.4m units (+6.1% MoM, +1.2% YoY) which was stronger than consensus expectations. YTD average SAAR remains...
720 Views
MS-Japan Index Earning Revision (May): Mitsubishi, Takeda Pharmaceutical, Mitsubishi UFJ Financial
We analyzed MS-Japan's consensus for May 2026 and highlighted changes of EPS in Mitsubishi, Takeda Pharmaceutical, Mitsubishi UFJ Financial, Orix,...
134 Views