Japan/Asia Long-Short, LightStream Research

Mio Kato

Over 15 years analysing Japanese and Asian stocks from a long/short perspective

I focus on cyclically driven sectors such as Gaming, Factory Automation and Autos

An eclectic background as a long-short analyst, upper management at a financial data startup through its listing, and as the founder of a team analysing big/alternative data, all of which supports independent and differentiated views... we hope

An appreciation for Mathematics drives the development of a "Micro-Quantamental" process which can provide a data-driven, historically-informed and semi-automated foundation upon which to layer more qualitative and judgemental analysis, thus improving investment decision-making speed and accuracy

Japan/Asia Long-Short

The Demonetisation Aftermath: Impact on Key Sectors

T+50 Days: Demonetisation – A Calamity or a Blessing in Disguise?

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Thematic (Sector/Industry)

India Financials / Thematic (Sector/Industry)

<h2><strong>GDP Growth Seen as Impressive Despite Demonetisation</strong></h2><p>While street estimates of India’s third quarter GDP wavered around the low 6% range on the back of demonetisation, the Central Statistical Office surprised all with its figure of 7% for the October-December quarter. Private consumption during the period, too, grew at 10% YoY. While the official GDP figure was 40bps lower than the previous quarter, it still made it seem like demonetisation did not have the adverse effects that analysts had…</p>

GDP Growth Seen as Impressive Despite DemonetisationWhile street estimates of India’s third quarter GDP wavered around the low 6% range on the back of demonetisation, the Central Statistical Office surprised all with its figure of 7% for the October-December quarter. Private consumption during the period, too, grew at 10% YoY. While the official GDP figure was 40bps lower than the previous quarter, it still made it seem like demonetisation did not have the adverse effects that analysts had…

Update: Revival of Key Sectors Seen as Demonetisation Blues Fade Away