The Week That Was In North Asia@Smartkarma: Yakult, Cosmetic Surgery O2O Platform, & Streaming Music
There were more than 40 reports on Japanese and South Korean companies and their economies in the past week that were published at Smartkarma. The...
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Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
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Musings: Governance and the Vulnerabilities of the Japanese Management Style
With Kobe Steel Ltd (5406 JP) contributing to a recent string of scandals across corporate Japan that has included Nissan Motor Co Ltd (7201 JP),...
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Names with Increased Volume Leading into Earnings Season....
With Earning Season upon us we looked back over the last 3 weeks to see which names have had a good increase in volume. At the top of the list was...
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Price Momentum and Earnings Revisions Do the Best in September / Value Does Not Do Well....
We looked at what factors do the best in September in Japan and as you can see by the chart below found that longer-term price momentum  and...
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