🇯🇵 JAPAN MARKET UPDATE 18th May - "Worsening"
"WORSENING" - The Cabinet Office updated their Business Condition Leading Indicator for March this week, confirming the trend already apparent from...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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China Flips Investment Switch Back On...
The short China base metals/deep cyclicals stance since December has paid off, with copper slumping to a year low, but there are early signs that...
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Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
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The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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