The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Japan Banks â Unloved for Many Reasons
The Bank of Japan (BOJ) offers negative interest rates on monies deposited. Japanâs banks are largely wholesale, with lumpy corporate loans and in...
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Japanese Banks:Â Beyond the Ides of March
âBeware the Ides of Marchâ: the soothsayerâs repeated warning to ancient Romeâs most famous emperor in William Shakespeareâs play âJulius Caesarâ. ...
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JPX Margin Trading Weekly (May 22nd): Kioxia, Fujikura, Mitsubishi UFJ Financial, SoftBank
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Fujikura (5803 JP), Mitsubishi UFJ Financial...
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Japanese Banks:Â These Lifeless Things (The Ozymandias Syndrome)
Japanese bank stocks performed so poorly in 2018, with the Topix Bank Index falling 25.7% while the overall market declined by a lesser 16.4%, that...
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