Adding Stock Exposure to Our Nikkei Long from 21k
Chartonics Sunday 25 February 2018Names to add in JapanWe are long the Nikkei from 21k at the recent lows to the tune of 350 basis points and...
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Global Equity Strategy: Sector by Sector Overview
Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...
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Rate Hike by Delivery Companies and Growth in SEA Serve as Shot in the Arm for Hino Motors
 GrowthRate Hike by the Logistic Sector Likely to Lend Support to Hino’s Light-Truck Sales GrowthYamato Holdings Co Ltd (9064 JP), in October 2017,...
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Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
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Investors Need Capable and Maybe a Bit Lucky Automotive Analysts for Japan Equity Investments
We deeply respect our fellow insight provider at Smartkarma and it is beneficial for our clients to observe us having discussions in regards to...
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