End of An Era: Nabtesco and Harmonic Drive Dissolve Their Alliance - Event Lost, Pressure On
Harmonic Drive and Nabtesco have decided to dissolve their partnership and Nabtesco will sell the 19% it owns in the market over time. This means...
1.8k Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
403 Views
Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
334 Views
Japan - Sharp Rise in Consumer Discretionary Shorts
The short notional in the market for the week ending 24 January is US$24.53bn (down by US$250mm) with the largest short positions in Itochu Corp...
386 Views
Harmonic Drive: Measuring the Potential Downside Risk
With Harmonic Drive Systems (6324 JP) having rebounded as much as 56% from its trough this year, risk-reward looks decidedly less attractive now....
833 Views