Primer: Nomura Real Estate (3231 JP) - Aug 2026
Integrated Business Model with Strong Brand Recognition: Nomura Real Estate operates across development, asset management, and services,...
90 Views
Japan Shopping Malls: More Proactive and Disciplined Post-Covid
​Shopping malls rebound to pre-pandemic levels, prompting optimism for the future as better management drives efficiency. This is an in-depth...
654 Views
Overweight Value Within Global Ex-U.S. Equities; DXY Below $105.70; Buys in Global Value
We're constructive on global equities as long as $ACWI is above $93 support, however, the 10-year Treasury yield $TNX is breaking above 4.35%...
663 Views
Remain Overweight Japan and India; Key Supports Holding; Buys in Energy, Tech/Services (India)
We remain bullish on global equities as long as major $93 support on $ACWI continues to hold (1+ year base support and the 10.5-month uptrend)....
737 Views
Shopping Mall Sales up 3.8% in 2021, but Few New Openings
Shopping mall development largely stalled in 2021 and, while there will be some rebound, the longer-term trend is for less development and a focus...
433 Views