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...
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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
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
855 Views