O.Levant - My 30 Japanese Stocks Portfolio

My portfolio has started the year on a very high note. My 30 stocks portfolio outperformed the Nikkei225 by more than 3%. I would agree I took a more aggressive stand than the benchmark with a portfolio Beta of 1.13. My overweight on exporters and cyclical...

Good morning, So here I am, writing my first weekly market report of 2009. From now on, every Monday I will have a post on the Nikkei225 performance the previous week as well as a short review of the most important financial news that affected the Japanese...

Daikin is viewed as a world player in the production of Air Conditioner. It is recognized for their eco-friendly technology and its goal is to become the N°1 manufacturer of Air Conditioner in the world like Mr Noriyuki Inoue, Chairman and CEO of Daikin,...

Today I read an interesting article in the Wall Street Journal with the following title: "Japanese Deal Making Gives Bankers Some Solace". It says that, according to Dealogic, Banker's revenues made from M&A in Japan jumped 60% in 2008 while it decreased...

Today we are seeing some very strong rebound from cyclicals stocks in the US, Europe or even Japan. In Japan, Komatsu rebounded more than 10% in two days, which confirms my view that we will have a market rally in the next coming weeks before another...

I have worked all weekend on the building of my 30 stocks portfolio. To make things easier for my readers, especially individual investors, all the stocks in my portfolio are included in the Nikkei 225. As a result my performance will not be biased as...

As I am working on building my portfolio of 30 stocks, I want to give you a reason to be bullish on equities for the beginning of 2009. I would describe myself as a Portfolio Manager with a Top-Down approach with some stock picking ideas based on GARP...

Welcome everyone, The Tokyo Stock Exchange has long been a forgotten stock market. For years, since the japanese asset and real estate bubble of the 1990's, investors have been disapointed when investing in Japan . The japanese economy faced a long period...