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. Â The question tends...
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Supported by Its Home Care and Human Healthcare Businesses, Kao Stands to Deliver High ROICs
We initiate coverage of Kao with a fair value estimate of JPY 6,100, which implies a forward P/E of 27 times, enterprise value/EBITDA of 13 times,...
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Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks
   § The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses...
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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...
474 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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