Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
737 Views
Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
521 Views
Japan Pharma - Domestic Market and Long Listed Drug Exposure
The Japanese government recently announced its decision to initiate an ad-hoc price reduction of ~4.35%, to be levied in October 2019, this will...
1.2k Views
Japan Pharma - Top Picks
While Gni Group Ltd (2160 JP) is our high risk-high return pick, Mitsubishi Tanabe Pharma (4508 JP) Â is a contrarian call in anticipation of value...
771 Views
Kissei Pharma (4547 JP): FY27 Guidance Revealed, Tavneos Hiccup Amid Linzagolix Positives
​Kissei Pharmaceutical revenue grows driven by Beova, Tavneos, and IT services despite challenges. Expects drop in revenue for FY27. Linzagolix...
130 Views