The Market Sentimentalist: Political Kill
2016's "Political Kill" season continues, making this year one of the most toxic for incumbent politicians we can ever recall.Monday saw Italian PM...
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TOPIX Promotion Procedures
Lee Mitchell has been writing quite a bit in the last several days about TOPIX inclusion situations. Because stocks which are traded on the JASDAQ,...
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Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a...
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Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus ‘groupthink’ reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
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Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. The question tends...
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