GEMWeekly (3 May 2024): Indonesia, China, Philippines Macro; Huawei, Naver
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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Despite Record Crushing Ascent, Japanese Stocks Remain Bullish
TSE market reforms boost profitability for Japanese firms, undervalued compared to US equities. Nikkei faces potential headwinds from stronger Yen...
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WEEKLY Tactical Recap: Samsung Electronics, CATL, Gold, Softbank Group, NetEase, BHP, POSCO Holdings
Weekly Global Macro Tactical Recap: our models tracks trends across asset classes to highlight overbought/oversold market conditions across Asian...
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JPX Margin Trading Weekly (Aug 21st): Kioxia, Mitsubishi UFJ Financial, Taiyo Yuden, Lasertec
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Mitsubishi UFJ Financial (8306 JP), Taiyo Yuden...
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2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 4
In light of a weaker US and Japanese economy and a stronger Yen, sector allocation is crucial for Japanese portfolios this year. Certain sectors...
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