🇯🇵 JAPAN - Stress Tests Part 1 - Altman Z-Scores
STRESS TESTS - This Insight is the first in a series that will use a variety of standard and less-frequently used 'stress-tests' to look through...
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The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
450 Views
Half of Recommendations on TOPIX Companies Are BUY. Highest Since 2011....
Since 2013 when the % of Buy recommendation to total hit a recently low of 43%, that percentage has slowly been inching upward to the current level...
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Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
588 Views
International Compass
Top-down and bottom-up technicals continue to articulate a bullish global outlook.  However a big rotation is underway.  The "anti-reflation" call...
656 Views