Japan Strategy Weekly | Carlyle's Kaonavi Deal Signals a Shift in Japanese Valuations
​Carlyle's bid for Kaonavi underscores valuation gap between Japanese and US SaaS companies, attracting private equity interest. Japanese stocks up...
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Japan Strategy Weekly | Strait Chaos Fuels Winners & Losers
​Topix index drops as large-caps decline, while shipping and mining sectors benefit from crisis; oil price spikes due to Iran war raise stagflation...
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Global Equity Strategy:Â Cautious Outlook Intact; Defensive Sectors Remain Leadership
Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Our outlook for global equities...
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Business Happenings in the Americas that May Be “Below the Radar” - Week Ending November 26, 2018
Highlights of significant happenings this past week include: Feeding the Dragon- Zijin Mining Group Co Ltd H (2899 HK) gets approvals for Nevsun...
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Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
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