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Changes in my portfolio allocation

It has been a while since I last updated my portfolio. My view of the market was bear since July and I never felt any confidence in increasing beta to my portfolio. Looking back it was a mistake but at the same time I was convinced the world was not going...

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Asahi Glass’ earning announcement

Asahi Glass just released its Q3 earning results yesterday. It is always difficult to judge if the performance was strong because Japanese companies do not give guidance for Q1 and Q3. However what the company has announced an upward revision to FY12/09...

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Toyota Motors is in big trouble

If you are reading this article I assume it is because most of you are already familiar with the recent news about Toyota Motors. It could end up being very detrimental to the company and the consequences could be disastrous in term of market share in...

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Governments’ policies still drive markets

Governments’ policies still drive markets. For investors who still believe the market is back to normal, think again!! Over the past few days there have been important rumors about policy changes in China and The United States. What resulted was the biggest...

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Lending regulation changes in Japan?

Mr. Kenji Tamura announced today a new regulation for consumer finance companies might be voted. The deadline to the 2006 regulation is a few months away. The voted regulation is very restrictive on companies like Aiful and Promise, which seems to come...

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Avatar and its impact now and in the future

I hope most of you, readers, saw the new Cameron’s movie Avatar. It is a master piece of innovation and it is no wonder revenue are going thru the roof. Now why do I tell you that on this financial blog? Simply, it puts 3-D technology at the front scene....

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Marubeni is well diversified in China

Recently I read a research paper from Macquarie and I was surprised to read that Marubeni was well diversified in China. I always saw Marubeni as commodity play and as you will see later on, it is more than that. Nonetheless, Marubeni’s stock price is...

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Market Strategy: Deflation deepens in Japan

Japan is heading back to the 1990’s when deflation stopped government to come up with enough tools to boost the Nippon economy. In October the headline CPI fell 2,5% yoy and the underlying deflation (excluding food and energy) is comparable to the 2001...

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