Property Sector a Winner in Japan Reflationary Era
Misui Fudosan is back to the levels where Elliott Mgmt disclosed their 2.5% stake. It rallied to an ATH on the disclosure and has corrected 15-17%...
478 Views
Best Outright and Pair Trades for an Ishiba-Led LDP
How to position in Japanese equities after the surprise win by Shigeru Ishiba over Sanae Takaichi in Friday's LDP election.
753 Views
GIC's 1.4bn USD Tokyo Exit: Tokenization Mega-Deal Exposes Winners and Refinancing Risks
GIC’s Strategic Shift: Unloading a Tokyo trophy asset for 1.4bn USD secures a 33% gain, pivoting capital to structural growth sectors before BOJ...
129 Views
Asia Real Estate Tracker (25-Feb-2026): Sun Hung Kai execs buy HK home for $23M; real estate news.
Recent APAC real estate activity includes Sun Hung Kai's $23M home purchase in Hong Kong, OUE REIT's $252M acquisition in Sydney, and rising...
246 Views
Overview #42 – What a Difference a Day Makes!
A review of recent events/data impacting our investment themes and outlook. Fed rate cuts, Japan spending and Lithium upgrades
496 Views