How Japan Could Benefit From Strong Dollar Environment – ValueWalk Premium
Consensus opinion Consensus EPS trend Japan
17Jun

How Japan Could Benefit From Strong Dollar Environment

Japan needs a weak yen? Maybe not...

Thanks to its large export orientation, Japan is likely to benefit in a strong dollar environment, notes Morgan Stanley.

Moreover, Pankaj Mantaney and team at Morgan Stanley in their June 15, 2015 research report on “Asia/GEMs Equity Strategy” point out that recent price correction is not enough to warrant an EM upgrade.
MSCI EM missed consensus earnings estimates
The Morgan Stanley analysts note that historically, since 1Q12, the

SORRY!

This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email support@valuewalk.com or click Chat.

Author

Mani is a Senior Financial Consultant. He has worked in Senior Management role in large banking, financial and information technology organizations. He has provided solutions for major banking and securities firms across the globe in the area of retail, corporate and investment banking. He holds MBA (Finance) and Professional Management Accounting Qualifications. His hobbies are tracking global financial developments and watching sports

Related Posts

31Oct

Carl Icahn Part One: The Beginning

By

Of all the world’s great investors, Carl Icahn is perhaps the most feared and respected at the same time. Icahn started his life on Wall Street as a stockbroker... read more

Herbalife Ltd. HLF
03Nov

William Keep – The Direct Selling Association On Pyramid Schemes: Truth And Truthiness

By

The Direct Selling Association On Pyramid Schemes: Truth And Truthiness by William Keep Summary Implications for investor risk of a pyramid scheme prosecution and legislators concerned with consumer protection. Contracting "experts" with... read more

Dollar
16Aug

The IPO Pipeline Still Flowing Post Facebook

By

There is quite a slew of large public issues expected in the next few months. The IPO pipeline, according to the Nasdaq exchange, has some big ticket filings as... read more

funding rate prob 0614 Pension Funds
10Jun

De-risking Pension Funds In A Rising Rate Environment

By

Defined benefit pension funds have the highest aggregate funding ratio (FR) we’ve seen in years, with some large pension funds being more than 100% funded. In the past, a... read more

15Dec

Moody’s: Ageing Population Will Slow Healthcare Growth

By

An Ageing Population could help solve a problem where $1 trillion spent by Obama accomplished little. Healthcare is a growing industry but rising budgetary pressures will constricting growth going forward... read more

Goldman Sachs
06Nov

Ex-Goldman Banker Barred From Industry For Obtaining Fed Data

By

Normally one you leave Goldman you could go the Fed and then back to Goldman, and then back to the Fed etc. etc. but one person will not have... read more

Passive Investing IPOs Market Volatility
23Dec

Where Is Activist Investing Headed?

By

Our Activist Investing Annual Review – produced in association with Schulte Roth & Zabel yet again – will be published in January. With that in mind, I have no... read more

Total Employment Change by President, 1948 to Today
11Feb

A Look at the Big Five Economic Indicators by President [CHARTS]

By

This past week we saw a relatively strong employment report at +257K.  The strengthening labor market picture poses the question: How have the big five economic indicators recently performed... read more

15Jun

Depressions are Highly Inflationary: Evidence from the Federal Reserve

By

  FROM DEFLATION PUSH……TO INFLATION SHOVE For the third time since 2008, financial markets are pricing in a deflationary rather than inflationary future. The reasons for this are understandable. There is... read more

Global Exposure, S&P 500, Earnings Season
24Jun

Higher Global Exposure Means Steeper Earnings Declines For S&P 500 Companies

By

Higher Global Exposure Means Steeper Earnings Declines For S&P 500 Companies by John Butters, FactSet “This past quarter, the effects of currency movement were slightly less than expected with a... read more

X
Saved Articles
X
TextTExtLInkTextTExtLInk

Here’s a Tip: Read What Professional Investors Read

ValueWalk Premium is for investors looking to improve their investment process AND keep up-to-date on the latest industry trends.

It’s THE resource for value investing and hedge funds. 📈

And with a free three-day trial and $29.99 per month thereafter, it’s a value in its own right.

Sign up now. 👇

CLICK HERE TO TRY IT OUT

 

0