IPO Radar:Â TOA, Thailand's New Paint Tycoon
In Singapore, Nippon Paint tycoon Goh Cheng Liang is the fifth richest man, and that fires up our imagination for the Tangkarakun family in...
876 Views
Seiko Epson To Replace Toshiba in Nikkei 225
In Toshiba TSE2 Demotion Means Nikkei 225 Change: Seiko Epson Likely? Hmmm... Fun Ahead? from a couple of weeks ago I discussed the impact of Seiko...
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USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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