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Marubeni is well diversified in China
(19/12/2009
posted in: Japanese Companies Analysis
)
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 ... -
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Market Strategy: Deflation deepens in Japan
(10/12/2009
posted in: Global Financial Market News
)
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 ...
Profile
- Olivier Levant
-
- Enterprise
- 09/05/1979
- I am passionate about Japan and more particularly about investing in Japan. From 2006 to 2008 I managed a Large Cap Japanese Equity Fund at Groupama AM. I invest in stocks based on a GARP strategy and a mix of top-down and bottom-up approaches
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