Primer: Sumitomo Realty & Developmen (8830 JP) - Sep 2025
Sumitomo Realty & Development is a major player in the Japanese real estate market, with a diversified business model that includes real...
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Best Outright and Pair Trades for an Ishiba-Led LDP
How to position in Japanese equities after the surprise win by Shigeru Ishiba over Sanae Takaichi in Friday's LDP election.
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Overview #41 – Securing Supply, Unlocking Value: Global Themes in Equities and Commodities
A review of recent events/data impacting our investment themes and outlook. Lithium, Japan, precious Metals and the Oil and Gas sector
895 Views
Upgrading China to Overweight; Europe Breaking Out
Upgrading China to Overweight. Europe Breaking Out. Japan Remains Attractive. All signs point to the $ACWI uptrend continuing for the foreseeable...
406 Views
Japan Strategy Weekly | Trump’s Surprise 25% Auto Tariff
​Tokyo stocks see volatility as global sentiment shifts, Trump's auto tariff announcement triggers selloff in automakers, Oracle Japan and Sumitomo...
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