Japan Weekly | All About Yen; Panasonic, Cyberagent
Market Watch: Topix unchanged, yen strengthens. CyberAgent boosted by new smartphone game, Panasonic gains on potential restructuring. Activist...
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Broad-Based Improvement in India, Add Exposure/Overweight. Buys: Cyclicals in Japan, India, & Taiwan
Seeing broad-based improvement in India #SENSEX -- overweight/add exposure. We still recommend a tactical overweight to ACWI defensives with $ACWI...
667 Views
Global Equity Strategy: Growth Sectors Continue To Improve -- Add Exposure
Building off of last week's report, growth Sectors such as Technology and Communications continue to improve and we recommend adding exposure...
347 Views
🇯🇵 JAPAN • Results & Revisions 10/14 - ABC Mart, USEN-NEXT, Saizeriya, Ichigo, Rakus
Our best and worst pairing from yesterday's announcements is cloud service provider Rakus (3923 JP) and conglomerate Ichigo (2337 JP)
581 Views
🇯🇵 JAPAN • Results & Revisions 13th August - Asics, FUJIFILM, Dentsu, Mitsubishi Shoji
•BEST & WORST 13th AUGUST •The 'best' of yesterday's large-cap announcements came from Rakus (3923 JP), the 'worst' from ASICS Corp (7936 JP). ...
441 Views