Asian Markets Primer Part II
A look at the diversification benefits offered by individual countries and regions in Asia.
Asia/Pacific
Asian Markets Primer: Part I
The first in a series that will introduce investors to the characteristics of Asian capital markets.
Asia ex Japan Distressed Investing
This report examines the evolution of the Asian distressed markets, the opportunities and risks present in the asset class, and the specialized skills required of investors in Asia.
Japan Still Bullish
The pieces are finally in place for a long-awaited recovery in corporate earnings.
Japanese Equity Indices: A Look Under the Hood
Kicking the tires in the Land of the Rising Sun.
Bullish on Japan
Economic and market indicators are finally flashing green for the Land of the Rising Sun.
Chinese Equities: Envisioning the Endgame
While the current party may end badly, their long-term prospects still look good.
Indian Private Equity
This overview outlines the incentives and impediments to Indian private equity investing, and examines potential investments by stage and industry with particular emphasis on finance, telecom, and software services. Exhibits cover annual growth of the Indian private equity market, M&A and IPO activity, and recent Indian private equity investments, including company, industry, and disclosed cost….
What Should We Do About the Japanese Equity Rally?
Is the most explosive rally in the post-bubble era the long-awaited end of the bear market, or a replay of past equity rallies that ended up fizzling instead of dazzling?
Japanese Equities: Getting Interesting
The combination of pervasive gloom, low expectations, attractive valuations, and a refusal to acknowledge the positive changes, which are occurring (albeit slowly) in Japan has begun to whet our appetite for Japanese equities.