🇰🇷🇯🇵 That Was The Week That Was • North Asia 12th ~18th August 2019 @Smartkarma
• TW3 NORTH ASIA 12~18 AUGUST •Smartkarma's North Asian Insight providers produced 20 new Insights this week, evenly split between 'bullish' and...
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Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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Half of Recommendations on TOPIX Companies Are BUY. Highest Since 2011....
Since 2013 when the % of Buy recommendation to total hit a recently low of 43%, that percentage has slowly been inching upward to the current level...
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Factory Automation and Trade Wars
Factory automation names are down today (Yaskawa -2.5%, Fanuc -3.2%, Nabtesco -2.4%, Harmonic Drive -4.9%, Omron -1.8%, Keyence -3.0%, SMC -1.3%,...
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Holiday Volume Good Indication for Next Year Performance.....
With the new year now in full swing, we looked back to see how names that move on volume over the Japanese holidays perform in the following year....
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