Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
582 Views
Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
486 Views
Names with Increased Volume Leading into Earnings Season....
With Earning Season upon us we looked back over the last 3 weeks to see which names have had a good increase in volume. At the top of the list was...
625 Views
Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
2.7k Views
Structural Reform I: The Japanese Financial Sector
In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...
423 Views