The Week That Was in NorthAsia@Smartkarma: Shorting Mickey, Turtle Shell Corn Chips and EVs & OLED
KoreaNew Food Products Drive 17.4% YTD Performance for Innovative Korean Food CompaniesDouglas Kim continues his taste test tour in Innovative...
303 Views
Names in Japan that Have Run Too Much and Ones that Have Not Run Enough....
With TOPIX up 30% since last July we thought we would revisit our Overbought/Oversold screens and look for names that have potentially run too much...
431 Views
Golden Ideas for Golden Week
With a five-day weekend upon us in Japan, we take the opportunity to briefly review some of our ideas to date and offer a selection of our highest...
392 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (27 Apr 2026)
​Discover eleven pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.
276 Views
The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
417 Views