Remain Overweight Japan, Europe, & India; Buys in Discretionary and Defensives W/ Japan/Europe Focus
We continue to recommend a tactical overweight to defensives as $ACWI tests the top-end of our anticipated 2023 trading range at $93. Remain...
638 Views
Global Medtech Trends: Readouts from Early Birds of Q3 Earnings Season- Positives and Negatives
Q3 results of large U.S. medtech companies recorded procedure volume growth. However, macroeconomic headwinds are expected to prevail. Similar...
348 Views
MS-Japan June 2026 Rebalance: Post-Implementation Review
MSCI Japan June 2026 rebalance has passed the first post-implementation week. We review what worked, what did not, and how current results compare...
154 Views
π―π΅ JAPAN β’ Results & Revisions 11/βββββββββββββββββββββββ05 Tsumura, Sysmex, Terumo, Nintendo, MRE
β’ BEST & WORST β’ Thursday's best and worst pairing is herbal medicine specialist Tsumura (4540 JP) and our'Suga Short' recommendation Mitsui...
519 Views
π―π΅ JAPAN β’ Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
549 Views