ANIMAL SPIRITS REPORT: APAC Valuation Snapshot (Dec 2016)
Japanese valuations are compelling Emerging markets have re-rated Korea discount intact MSCI China significantly lower valuation than MSCI China...
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ANIMAL SPIRITS REPORT: APAC Equity Strategy Quarterly Review - Markets, Macro, Themes, and Stocks
Quarterly Review - Macro, Country, Sector, Thematic and Equity Ideas Anticipated the reflationary regime shift, the Fed "hot" policy and the BOJ...
317 Views
The Trump Presidency: A Look from the Inside Out on Possible Impacts in Asian Economies
The author was a senior executive in Trumpâs casino organization for 3 years: a view from the inside Trumpâs public statements and private...
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Mizuho FG's Underlying Earnings Remain Weak with Outlook Still Dependent on Capital Market Cycle
We have attended the analyst presentation following Mizuho Financial Group reported better-than-expected semiannual results. We are adjusting our...
211 Views
Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus âgroupthinkâ reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
270 Views