Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Show Me The (Dividend) Money - Play on the U.S. High Dividend Yielding Stocks

Show Me The (Dividend) Money (Part II) - Play on Japanese High Dividend Yielding Stocks

When All Else Fails, Show Me The (Dividend) Money - Play on Chinese High Dividend Yielding Stocks

Thematic (Sector/Industry)

Japan Financials / Thematic (Sector/Industry)

<ul>
<li>Government policies compel Japanese companies to embrace shareholder-friendly practices, adherently engaging in regular dividend payments and executing share buybacks  </li>
<li>The quick way to boost shareholder value is via share buybacks, but the efficacy diminishes as the price-to-book ratio increases, whereas the appeal of dividends continues to strengthen</li>
<li>Japan is the BEST destination for sourcing high-quality blue-chip companies with promising prospects that consistently pay reliable and high dividends</li>
</ul>


Government policies compel Japanese companies to embrace shareholder-friendly practices, adherently engaging in regular dividend payments and executing share buybacks  
The quick way to boost shareholder value is via share buybacks, but the efficacy diminishes as the price-to-book ratio increases, whereas the appeal of dividends continues to strengthen
Japan is the BEST destination for sourcing high-quality blue-chip companies with promising prospects that consistently pay reliable and high dividends


Show Me The (Dividend) Money - Play on Japanese High Dividend Yielding Stocks