Can OPEC Cut Production
In May we noted that Saudi was likely to pursue a production maximisation policy for 6 months, with a freeze or cuts likely as we head into...
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ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
519 Views
JPX Margin Trading Weekly (Apr 10th): Advantest, Kioxia, Lasertec, Fast Retailing, Fujikura
We analyzed JPX margin trading positions report for the past week and highlighted Advantest (6857 JP), Kioxia (285A JP), Lasertec (6920 JP), Fast...
324 Views
Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
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Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
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