Japan Fortnightly Update: Market PE at ‘Abe-Era’ Low
GOOD RESULTS/WEAK MARKET - It may just be because the ‘Obon’ holidays start next week, but the Japanese equity market has greeted the seventh...
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Global Strategy: Health Care Outperforming - Overweight; India Breaking Out -Add Exposure
Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on...
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Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
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Sony (6758) - Might Yoshida Sell Sony Pictures?
After US traders got the implications of the Nintendo (7974 JP) results wrong (they sent the ADR 10% higher only to watch the shares lose 2% the...
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