Upgrading China to Overweight; Europe Breaking Out
Upgrading China to Overweight. Europe Breaking Out. Japan Remains Attractive. All signs point to the $ACWI uptrend continuing for the foreseeable...
547 Views
[Japan M&A] Who Owns Who in Fashion & Lifestyle Markets
​Recent years have seen a surge in deals between Japanese and foreign companies in lifestyle/fashion, driven by consolidation and category...
1.5k Views
MSCI ACWI (ACWI-US) Testing All-Time Highs; Buy Pullbacks to $120-$121 or $115 Supports. Many Buys
MSCI $ACWI Testing All-Time Highs; Buy Pullbacks to $120-$121 or $115 Supports; Bullish Outlook Intact. Discussed Thursday pre-market that a...
501 Views
Weekly Deals Digest (20 Sep) - Kakaku, Leopalace21, Kadoya, JPMC, Skyworth, Reliance, FleetPartners
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
115 Views
Japan Morning Connection: Tech Shrugging off Megacap Weakness as Quantum Shines
​AI is back in focus as NVDA GTC developers conference. Intel's new CEO aims to shake up its AI lineup. Buffet's increased stakes in Trading Houses...
323 Views