Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
673 Views
Japan: Scoring Results & Revisions Summer 2018 - Top and Bottom Companies + Long & Short Portfolios
INTRODUCTION - The second, and final part of our Results and Forecast/Revision Scores review for Summer 2018 will look at the leading and lagging...
455 Views
Last Week in Event SPACE: Fast Retailing, Samsung, Yakult, JCNC, CCASS
Last week, a compendium piece on potential changes to the Nikkei 225, setting the stage for a big short in Fast Retailing Co Ltd (9983 JP); a...
437 Views
Large Kirin (2503 JP) Buyback
Kirin Holdings Co Ltd (2503 JP) yesterday announced - along with its full-year earnings which noted a streamlined brand portfolio and expectations...
322 Views
Sector Briefing: Beer in Vietnam (Prospects) - Part 3
Beer is expected to register a positive total volume performance over the forecast period, although at a slower pace than in 2016. The expected...
397 Views