What Warren Buffett Knows About Japan? Is It That Tokyo Stocks Are Now The Cheapest in 50 Years?
Japanese market P/E is lower than Wall Street More importantly Japanese P/E adjusted for liquidity is now at its cheapest for near-50...
650 Views
Smartkarma Webinar | Markets Technical Outlook - Bumpy or Bearish?
In this Smartkarma Webinar, Thomas Schroeder will provide his technical outlook for markets. After the recent melt-up, markets are up against...
591 Views
How Are Asian Investors Positioning Their Portfolios?
Investor positioning data to early-May 2020 show global investors’ holdings are well-below typical equity benchmarks This is particularly so in...
724 Views
Japan & Covid-19 - A Dog's Dinner
We are disappointed by the handling of the heath crisis in Japan, which compares poorly with regional peers – Korea, Taiwan and Singapore. The...
489 Views
Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
419 Views