Primer: T Gaia Corp (3738 JP) - Apr 2026
T Gaia is a dominant independent mobile telecommunications retailer in Japan, but faces significant headwinds from a mature and highly...
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Japan Screen | Nikkei Dividend Stocks
The Nikkei recently launched two dividend indices. We carry out a quick and simple screen of the index constituents to find the best dividend...
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🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS - Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
645 Views