Ares 4bn Logistics Fund: How Japan's 2024 Shock Creates Generational Real Estate Yields
Japan's 960-hour truck driver overtime cap slashes transport capacity by 14%, triggering a structural rewiring and fierce demand for automated,...
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2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 4
​In light of a weaker US and Japanese economy and a stronger Yen, sector allocation is crucial for Japanese portfolios this year. Certain sectors...
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SGX Nikkei ESG-REIT Index Futures Launch Is an Ideal Backdrop for an Important Topic: ESG and REITs
Singapore Exchange just launched the SGX Nikkei ESG-REIT Index futures contract. A multi-win for SGX, but it also serves as a reminder of how...
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Land Market – Bid to Win, or Bid to Try Your Luck?
Bid to win, or bid to try your luck...Developers often enter into land bids with different strategies. They may aggressively “bid to win”,...
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Japan Bullish Breakout Stock Bets
Chartonics webcast Wednesday 31 August 2016Japan stock long playsTo view click on this link: http://www.screencast.com/t/GHtat5tVz 3:17 min.  Our...
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