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...
464 Views
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...
513 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...
660 Views
Subaru: Toyota's Increased Stake, US Volume and Profit Growth Support Positive Momentum
The Nikkei is reporting that Toyota Motor (7203 JP) will take its stake in Subaru Corp (7270 JP) to over 20% from its current 16.8%, making the...
505 Views
Toyota: Slow Creeping Expansion of the Toyota Group
Yesterday Toyota Motor (7203 JP) and Suzuki Motor (7269 JP) announced a capital tie up with Toyota acquiring a 5% stake in Suzuki for ÂĄ96bn and...
668 Views