Primer: Meiji Holdings (2269 JP) - Aug 2026
Meiji Holdings is a unique hybrid company with dominant positioning in Japan's food and pharmaceutical sectors, offering a diversified business...
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Japan: Last Look at Potential Passive Selling in February
Tomorrow is going to be a huge volume day in Japan as the global index rebalances. Kokusai Electric has bounced as expected and there could be more...
1.3k Views
Japan Morning Connection: Trump Looking to Hike Defense Budget 50% to Outweigh Governance Gripes
Likely to see a weakness in Japan's semiconduction production chemical companies with new competition from China. Homebuilders took a hit from...
178 Views
ASEAN Consumer: Still Plenty to Benefit?
After the recent trip to Jakarta, I found enlightenment on why consumer names in Indonesia are worth investing in for the longer term. There is...
566 Views
Global Equity Strategy: Short-Term Bullish Trends Clash With Longer-Term Resistance
For now we view the recent pullback as a countertrend move that helped correct the extended and overbought conditions we noted over the past two...
558 Views