Positive Signals; Growth Sectors Gaining Momentum; Buy Ideas Within Global Growth Sectors
Starting to see positive signals that suggest downside is limited from here. Still, we need to see reversals of YTD downtrends on $ACWI $ACWX $EFA...
430 Views
TOPIX Rebalance: End-July Rebal Is $3.5bn One-Way - Some Big Sell Names
The July-end TOPIX rebalance is only have the size of June but that's still big. US$3.5bn a side. There are several large names and lots of names...
434 Views
Hang Seng, MSCI China Near Major Base Breakouts; Bottoms-Up Stock Rec's in Hong Kong, China, & Japan
Hong Kong's Hang Seng and China's $MCHI and $KWEB are near major base breakouts. We are watching is 22,700 on Hang Seng and $56.60 on MCHI; we are...
602 Views
🇯🇵 JAPAN • Results & Revisions 3rd August - Capcom, K's, Kikkoman, USS, Eisai
•BEST & WORST 3rd AUGUST •The 'best' and 'worst' from yesterday's large-cap announcements came from Kyorin (4569 JP) and Japan Airlines (9201...
275 Views
Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
1.7k Views