šÆšµ Japan ā¢ Results & Revisions Review - Wishful Thinking
4TH DOWN AND A FEW MORE TO GO - The latest quarterly results are now, with the exception of three large insurance companies are currently in the...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believeĀ developed international (EAFE) will remain in a leadership...
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Japan Banks ā Unloved for Many Reasons
The Bank of Japan (BOJ) offers negative interest rates on monies deposited. Japanās banks are largely wholesale, with lumpy corporate loans and in...
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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: Treasury Share 'Kings' and 'Paupers'
TREASURY SHARES IN JAPAN - As a prelude to an upcoming insight on share buybacks in Japan, this note is a fork of Douglas Kim 's quick note on...
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