Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
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Korea Stock Market Monthly Recap #4 - (July 2016)
Key Events in July - Rebound from the Brexit announcement, driven by expectation of further delay in Fed's rate hikes coupled with increasing...
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BOJ Outcome: Symbolic Stimulus (As We Predicted)
As forecast by Europacifica, BOJ offered symbolic (modest) easing today.- Though it left overnight rates at -0.1%, the BOJ increased its ETF...
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BOJ: The 80 Trillion Yen Question
The Bank of Japan July policy meeting ends tomorrow (Friday 29 July), and markets remain divided as to its outcome. Although expectations of...
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Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
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