MSCI ACWI, ACWI Ex-US, EM Testing Logical Support; Actionable Themes: Defensives & Reopening Stocks
We are testing the March lows in several global indexes, including the MSCI $ACWI, ACWI ex-US $ACWX, and EM $EEM. While this is a logical spot for...
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Widespread Price Rises at Japanese Retail and Wholesale
Japan is finally getting inflation after a decade of government failed efforts. We examine the wholesale, retail and consumer response to evaluate...
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Buying Metals/Mining and Consumer Staples
Commodity prices remain in a secular bull market, and now even gold is joining the rally. This is bullish for global metals/mining stocks (precious...
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🇯🇵 JAPAN • Results & Revisions 12/15 Askul, Coca-Cola B,Tsuruha
• BEST & WORST • Tuesday's best and worst pair is Askul (2678 JP) and Coca-Cola Bottlers Japan (2579 JP)....................
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Toyota – Topping the Nikkei’s ESG Survey and an Indicator of Labour Reform?
Toyota's efforts to reform labour policies bear watching as Japan's change of government and response to COVID's impact on workplaces offer a...
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