Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled
Evidence of an impending global slowdown continues to accumulate as stores remain closed across China, factories reduce capacity, and workers are...
592 Views
Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
508 Views
JPX Nikkei 400 Rebalance - 2019 Edition Done
The JPX Nikkei 400 Rebalances are, from announcement to end, rarely an interesting event. I was not bullish the Adds vs Deletes performance this...
698 Views
Widodo's Cabinet Hints: Plus Ça Change / Auto Sector: Major EV Push Needs Broader Reform / Ore Ban
Finance Minister Sri Mulyani Indrawati will return in the next cabinet, but President Joko Widodo added that “it is time [for her] to have larger...
539 Views
Smartkarma’s Week that Was in JP/KR: Nissan-Renault, Kirin, and Japan-Korea Conflict
Below is the list of Japan/Korea-related posts put on the Smartkarma platform during the week of 05th August 2019:
671 Views