Japan: Seasonality - "Sell in July and Say Goodbye...Please Come Back on Culture Day"
IN ONE SENTENCE - If you wish to read no further, this insight can be summarised as - 1st Half > 2nd Half + 1st Quarter > 2nd Quarter >...
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Japan Telcos (SoftBank, 9984 JP; Docomo, 9437 JP; KDDI, 9433 JP) Pushed to Improve Pricing Practices
In a public speech, Chief Cabinet Secretary Yoshihide Suga said mobile carriers had room to lower bills by 40 percent. These and other comments may...
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JAPAN FLOW Redux : Foreign Investor Flows (Still) Matter, and They Are (Still) Cyclical
A Bloomberg story this past week titled "A $35 Billion Selloff Is Pulling Down Japan's Stock Market" (link) got tweeted into my Twitter timeline so...
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JAPAN PASSIVE: BOJ Tapering ETF Buys? Not So Fast
On 31 July 2018, the BOJ issued a Monetary Policy Statement which, as widely expected, addressed its Qualitative and Quantitative Monetary Easing...
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Japan Telco Results Summarized. Generally Positive Ahead of Softbank KK IPO
This is a quick summary of Japanese results that were released while I was on leave. Overall, the story of rising returns remains in place. The...
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