USD 10bn Catalyst: Japan Post’s Mega-Monetisation & Mitsui Fudosan's Ascension
Japan Post is monetizing a JPY 1.6 trillion portfolio, unlocking JPY 700bn in gains through private funds under activist pressure, creating a...
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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
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
Overview #41 – Securing Supply, Unlocking Value: Global Themes in Equities and Commodities
A review of recent events/data impacting our investment themes and outlook. Lithium, Japan, precious Metals and the Oil and Gas sector
1.1k Views