Results for “Japanese”

…cycle in USD/JPY is likely to continue as we expect the pair to reach 115-120 by end-2017. We remain constructive about Japanese equities and see banks, insurance continue outperforming REITs near-term. Investment Strategy Japan Shusuke Yamada, CFA >> FX/Equity Strategist Merrill...

… we likely need to see further evidence of an acceleration in global growth. Foreign Exchange We remain underweight the Japanese yen. The Japanese economy continues to weaken against its peers, leading to rising pressure for the Bank of Japan to engage in further quantitative eas...

…Technica, he showed himself to be a passionate gamer. He was especially drawn to Anime, a graphically violent style of Japanese animation. These Anime games had by 2002 achieved a fanatic following in both Japan and the United States. He claimed special skills at Takken, a mart...

…dsome, with electric eyes. You can see, if you know to look, the rough intensity of the man he’d become during the anti-Japanese war: A toughness in his stance; some hint too in his grimace of a sword-fighter’s mercilessness. This was long before Nan was regarded as one of the fi...

…. It is not the best entry point but we suspect it has further to run on a one year horizon. A stronger USD is good for Japanese equities where it is not for EM, so they complement one another. We add a short US 10Y real rate trade too to protect against rising US yields, as brea...

…and over the decades I rode with them on waves of enthusiasm, and into valleys of disappointment. In the early ‘80s the Japanese government mounted a national effort to advance AI. They called it the 5 th Generation; their goal was to change the architecture of computation by bre...

…cycle in USD/JPY is likely to continue as we expect the pair to reach 115-120 by end-2017. We remain constructive about Japanese equities and see banks, insurance continue outperforming REITs near-term. Higher US rates (esp. if steepening) to boost USD/JPY USD/JPY performs best...

…as The Republican sweep means higher USD and yields are a foregone conclusion. We see USDJPY reaching 120 next year and Japanese reflation, bullish for Japanese equities, particularly the banks. • Huge focus on Banks/Financials post Trump election, they're the big winners. • The...

166 But Japanese activists have never needed encouragement from China on this front. They lead homegrown movements with specific political targets in Japan itself, notably attacking the conservative establishment and defending the country’s “peace constitution.” These well-estab...

Higher yields leading to bank, insurance outperformance over REITs The Japanese equity market correction managed to last just for one day after the US election. The insurance sector has been the best performer since the US election on the back of a steeper US Treasury curve and...

… Technica, he showed himself to be a passionate gamer. He was especially drawn to Anime, a graphically violent style of Japanese animation. These Anime games had by 2002 achieved a fanatic following in both Japan and the United States. He claimed special skills at Takken, a marti...

ii On 2 September 1964 during Mao’s talk with the Japanese group of socialists, Mao announced that much of Siberia and Far East once belonged to China: “About a hundred years ago the area of to the east of Baikal become the territory of Russia and from then on Vladivostok, Khabar...

…y, did not come into the language until after there was electricity. People say that they are not referring to a lovely Japanese lithograph showing a kimono-clad woman whose long shiny black hair is twisted up into a bun, and who is coquettishly providing her own personal breeze...

US auto sales in the wake of Fukushima Itlooks like pent-up demand for Japanese cars has MoM change in SAAR auto sales, millions of units caught up, SAAR million units 1.0 id 0.5 0.0 nn oS Ss oo BJapan -1.0 BUS+Other 4 Jan-11 Apr-11 Jul-11 Oct-11 Jan-12 4 2009 2010 2011 2012...

…hina and the region are signaling to us significant upside risk on Q1 and 2013 growth projections. e We have been long Japanese equities since Nov 16, which more by luck than skill defined the beginning of its equity rally. Topix is up 20% since then, almost straight line. We be...