Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
557 Views
Edion (2370 JP)/Yamada (9831 JP) Potential Merger to Establish Japan’s Largest Electronics Retailer
The rumoured deal is sensible. The lack of controlling shareholders necessitates a “fair” exchange ratio. My estimated Edion/Yamada exchange ratio...
155 Views
🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
683 Views
Labour Shortage to Force Major Upheaval in Japanese Retail & Distribution
Japanese companies are becoming increasingly voluble about how hard it is to find staff, while others are laying off older workers to cut...
883 Views
🇰🇷 🇯🇵 Smartkarma North Asia • That Was The Week That Was - 18th-24th March 2019
- TW3 NORTH ASIA - This week in North Asia the Smartkarma team Insights were more Bearish than Bullish. Close Outs or Sales were recommended on:...
706 Views