Japan: Scoring Results & Revisions Summer 2018 - Top and Bottom Companies + Long & Short Portfolios
INTRODUCTION - The second, and final part of our Results and Forecast/Revision Scores review for Summer 2018 will look at the leading and lagging...
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Japan: Results and Revisions Update - Aggregate TTM Net Income Exceeds 2019 Full-Year Forecast
SEVEN UP QUARTERSÂ - With 95% of this quarters' results now announced, Japanese listed company's earnings per share has now risen for seven straight...
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Japan : Q2 Sector & Company Performance Review
DOMESTICÂ DEFENSIVE SECTORS â–˛ GLOBAL CYCLICAL SECTORS â–ĽÂ -Â The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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Japan Strategy Weekly | Regime Change?
​Japanese equities are reacting to rising domestic rates, with financials surging and AI trade becoming more valuation-sensitive, led by NVIDIA.
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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