bearish
Risks Ahead for Japanese Trading Companies. Marubeni, Mitsui, Sumitomo, Mitsubishi
680 Views30 Nov 2023 13:04
Widely held large-cap Japanese stocks at risk of absolute and relative underperformance in the short-term due to coming headwinds.
Rikki has highlighted this Insight as a Top Pick
Boomeranged on Fri, 8 Dec 2023 08:21
The investment thesis is starting to work as the reasoning behind the trade is playing out as the Japanese Yen strengthens.
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Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
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