Ten Years Have Passed Without Companies Truly Understanding the Essence of Corporate Governance
I would like to discuss the issues on the May 28 Nikkei article titled âCompanies Must Link Governance Reforms to Growth Strategies.â
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Here Are My Top Macro Ideas
The first 5 weeks of the year have seen international equities outperforming the S&P 500: European and Chinese stocks have rallied harder than US...
454 Views
Overview #14 - The Emperor Has No Clothes Moment
A review of recent events/data impacting our investment themes and outlook. We look at the potential implications of Deepseek on Chinese tech...
1k Views
History Shows that Unique Ideas Emerge when Overcoming Harsh External Environments
I would like to discuss the issues on the May 26 Nikkei article titled âToward âAdditiveâ Management: METI Issues New Guidelines Calling for a...
132 Views
Banking on the BoJ
âNew Japanese PM's interest rate stance could lead to a stronger JPY against USD. Higher rates will help certain sectors in the market
486 Views