Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
737 Views
Japan's Second Round of Export Restrictions Against Korea: 4 Candidate Products
The whitelist lifting means that Japan is now able to export restrict about 1,200 materials/products to Korea. It is expected that Japan will...
598 Views
Smartkarma’s Week that Was in JP/KR: Chiyoda, SoftBank, Nexon and CJ Olive Networks
We have covered two weeks of insights in this week’s report as we did not publish the weekly during the first week of May as Japan was enjoying an...
629 Views
Quiddity JPX-Nikkei 400 Rebal 2026: End-May 2026 Ranks
In total, there are 53 Potential ADDs and 47 Potential DELs (unique names) presented in the current Quiddity Leaderboard. The base date is 30th...
170 Views
2018 Was Not the Year for Value or Beta Names in Japan....
We looked back and identified which factors drove the Japanese market in 2018. We found that Value, which is historically strong in Japan, did...
1.2k Views