Unintended Consequences of a Greek Default
Credit spreads for Deutsche Bank and BNP are rising vertically. This is mostly in anticipation of a Greek default.BIS statistics show that Germany,...
500 Views
JAPAN: Public Money Flows: Japan Post's Plan to Up Risk
On 1 April 2015, Japan Post Holdings released a "Medium Term Plan" (pdf, Japanese only, 4MB) for its business through FY2017 and Japan Post...
475 Views
JAPAN: Three Public Pensions Add Fuel to the Fire
On Friday March 20, Japan's "Other Three" public pensions (Chikyoren, KKR, and Shigaku Kyosai (nota bene: links are to the Japanese sites - each...
725 Views
Curator's Cut: Crude Reality, Reshuffling Gold Miners & Banking on Japanese Fintech
​This Curator's Cut highlights energy market outlook, gold miners coverage, and opportunities in Japanese financials from Smartkarma insights....
333 Views
Aequitas: Nintendo Placement - Buy Back Done, No Relative Correction. Relatively Small Vs Past Deals
A group of shareholders are looking to raise up to US$1.25bn, post the buyback completion, in Nintendo. In this note, we talk about the updates and...
225 Views