Remain Overweight Japan and India; Key Supports Holding; Buys in Energy, Tech/Services (India)
We remain bullish on global equities as long as major $93 support on $ACWI continues to hold (1+ year base support and the 10.5-month uptrend)....
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Japan's Governance: About an Article On "Capital Efficiency"
Nikkei published an article "Tokyu Fudosan Holdings, which sold Tokyu Hands, still far away from its goal of improving capital efficiency." I would...
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Cainz Takes on Nitori with Tokyu Hands Takeover
Nitori and Muji have pretty much had the interiors market to themselves until now thanks to IKEA's slow rollout but new competition is coming from...
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Asia Shorts: Tencent, CM Bank, Wuxi Apptec, Baidu, Anritsu, Daito, Ana, Yang Ming, Evergreen Marine
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Global Equity Strategy: Prevailing Trends Persist
After failing to break above resistance, global equities (MSCI ACWI) have had a rough start to the third quarter. Continued weakness in global...
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