Primer: Japan Post Bank (7182 JP) - Oct 2025
Unrivaled Deposit Franchise Forms a Stable Foundation: Japan Post Bank's core strength lies in its vast and stable deposit base, sourced...
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Q2 Outlook - Asian Equity Markets
Our outlook for Q2 2026 onwards. Separating the short-term noise from our longer-term investment themes. In Part 2 look at Asian equities
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Tactical Trading – Increasing Cyclical Exposure in Japan
Mitsubishi 8058.T rallied 8% yesterday with other potential beneficiaries of the Trump-Takaichi summit. Nikkei link below. Key is the development...
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Aequitas: Infroneer Holding Placement - Positives Baked In, Somewhat Flagged
INFRONEER Holdings (5076 JP) aims to raise around US$800m to fund the acquisition of Swing Corporation. In this note, we talk about the deal dynamics.
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Japan - Sharply Higher Long-Dated JGBs Should Mean Sizable Valuation Losses at Insurers, Not Banks
Japan's insurance companies are more exposed and highly exposed to rising long-dated JGB yields, unlike for banks. The former will have more...
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