Japanese Equity Indices: A Look Under the Hood
Kicking the tires in the Land of the Rising Sun.
Asia/Pacific
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.
Investing in China: Not Yet
Although China boasts vast investment potential, all but the most intrepid and well-informed investors should either focus on indirect investment or simply study the economy and markets to prepare for possible investment in the future.
Chinese Venture Capital
This report examines the political, social, and economic backdrops for venture capital investing in China, assessing both impediments to investment and keys to success. Exhibits cover private equity investment (annual, new, and by stage); initial public offerings; mergers & acquisitions; and contact information for venture capital funds active in China.
Japanese Equities: Discounting Armageddon
Despite Japan’s gloomy macroeconomic backdrop, investors should stay invested in equities, implementing through managers with coherent bottom-up, stock-selecting strategies.
The Debate About Japanese Banking Reform
Why has the Japanese government’s recent burst of activity about finally cleaning up its banking system generated so much controversy?