Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
547 Views
Choke Hold On American SMEs and Ongoing Liquidity Crisis
* Pandemic Stay At Home Orders To Be Extended: Excluding the Northeast Corridor and West Coast, major American cities would appear to be at the...
403 Views
Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
393 Views
Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
421 Views
Japan: Don't Hold Your Breath
We have been losing confidence in the Japanese growth story for some time, arguing that the best is behind. The reason for staying long Japanese...
587 Views