Japan Non-IT Industries:Â Overcoming Deflation Not Enough
Empirical data on the drivers of Japanese productivity are sadly not at the forefront of Abenomics, but they should be. Â Europacifica CEO Naomi...
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Korea Stock Market Monthly Recap #3 - (June 2016)
Our portfolio of top picks was up on average 3.0% from its inception on 1 May 2016 to end of June 2016 and during the same period, KOSPI was down...
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Maritime Model Portfolio - Adding Risk with Upgrade on Dry Bulk and Downgrade on Tanker Shipping
Adding risk with upgrade on Dry bulk and downgrade on Tanker shippingThe main change in our stance from the one shared at the start of this year is...
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JAPAN: How a ToSTNeT-3 Buyback Works
Buybacks (or "own share purchases") by listed companies Japan are likely to be at a record this year. In only the first 5 months of calendar 2016,...
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Another View on Coupang's 2015 Financials and Possible Future Scenario
Coupang (wholly owned by Forward Ventures) announced its 2015 financial performance yesterday.: For the specific details of Coupang's financials,...
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