Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
358 Views
JAPAN FLOW IV: Â Foreign Flows Matter, & They Have Clear Cycles
This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:This...
455 Views
JAPAN FLOW III: Â The Mechanics of BOJ Buying
This is the latest in a series of JAPAN FLOW regarding recent and forward flow dynamics of Japan equities.The first two are: Â Â JAPAN FLOW I: Â The...
467 Views
The Future of Car Ownership - More, or at Least Different, Not Less - An Alternative View
A recent entertaining and thought-provoking read on this site, Why the Car You Currently Own Is the Last Car You Will Ever Buy, raises many...
460 Views
Sony's Purchase of SonyFin Shares: Cash Management or Asset Management?
Sony Corp's announcement of a 2.1ppt purchase of Sony Financial shares for ¥13.5 billion is entirely understandable both from a tax viewpoint and...
380 Views