Archive

RSSAsia ex-Japan (21)

Date Title Comments Rating
2017-06-30 What Worked Asia - 30 Jun 2017 - Value and to a lesser degree Size did well this week 0 None
2017-06-23 What Worked Asia - 23 Jun 2017 - Overall Dividend Yield did well in Asia 0 None
2017-06-16 What Worked Asia - 16 Jun 2017 - Value worked in Singapore and South Korea 0 None
2017-05-12 What Worked Asia - 12 May 2017 - Good move into Large-cap names in most of the region 0 None
2017-04-21 What Worked Asia - 21 Apr 2017 - Value was hurt in China/Hong Kong but Div Yield names did very well in Singapore 0 None
2017-04-07 What Worked Asia - 07 Apr 2017 - Value worked in Singapore but was hurt in South Korea 0 None
2017-03-17 What Worked Asia - 17 Mar 2017 - Good move into high Beta and Large-cap names 0 None
2017-03-10 What Worked Asia - 10 Mar 2017 - Mixed bag with no style really standing out this week 0 None
2017-03-06 What Worked Asia - 03 Mar 2017 - Large cap names were hurt in China / India, Value did well in South Korea 0 None
2017-02-24 What Worked Asia - 24 Feb 2017 - Low PBR and short-term momentum names did well this week in Asia 0 None
2017-02-17 What Worked Asia - 17 Feb 2017 - More than 400 names moved on Volume in Asia this week 0 None
2017-02-10 What Worked Asia - 10 Feb 2017 - Value (PBR) and Beta did well in Asia ex this week 0 None
2017-02-03 What Worked Asia - 03 Feb 2017 - Large cap names were hurt across the region this week 0 None
2017-01-27 What Worked Asia - 27 Jan 2017 - Large cap and high Beta the only factors to stand out this week 0 None
2016-12-16 What Worked Asia - 16 Dec 2016 - Size and Beta were hurt across the region 0 None
2016-12-02 What Worked Asia - 02 Dec 2016 - Slight Selloff in momentum names in HK / China 0 None
2016-11-20 What Worked Asia - 18 Nov 2016 - Each Market kind of moved in its own direction this week 0 None
2016-11-11 What Worked Asia - 11 Nov 2016 - Overall low PBR names did well and high ROE names were hurt this week 0 None
2016-10-28 What Worked Asia - 28 Oct 2016 - This week was one of those weeks when nothing really stands out 0 None
2016-10-21 What Worked Asia - 21 Oct 2016 - Value did well and Quality suffered in most Asian Markets 0 None
2016-10-14 What Worked Asia - 14 Oct 2016 - Sell off in Beta in HK/China with move into Value in Singapore/South Korea 0 None

RSSChart of the Day (8)

Date Title Comments Rating
2017-02-24 Chart of the Day: JPY Forecast Model in the Money 0 None
2016-08-19 End of 1Q FY3/17 Earnings Summary - Full-year Consensus numbers still a lot more bullish than Guidance 0 None
2016-06-01 State of Origin - Tokyo vs. Osaka - Osaka clearly wins.... 0 None
2016-05-10 Talk of BOJ Negative Lending Rates Premature 0 None
2016-05-02 La liberté , L'égalité , Les droits (entitlement) 0 None
2016-02-19 'Japan Premium' Continues for TIBOR vs. LIBOR 0 None
2016-02-15 Abe’s Growth Promises and Defying the Law of Demographity 0 None
2016-02-10 Softbank 0 None

RSSGeneral (1)

Date Title Comments Rating
2016-06-22 Brexit: Playing the Blame Game - on Immigration 0 None

RSSJapan (28)

Date Title Comments Rating
2017-06-30 What Worked Japan - 30 Jun 2017 - Value and High Beta names dominated this week 0 None
2017-06-23 What Worked Japan - 23 Jun 2017 - Quality worked and really nothing else stood out 0 None
2017-06-16 What Worked Japan - 16 Jun 2017 - Beta and Long-term momentum names were hurt this week 0 None
2017-06-02 What Worked Japan - 02 Jun 2017 - High beta names bounced back as high dividend yield names continued to be hurt 0 None
2017-05-19 What Worked Japan - 19 May 2017 - Value and Beta hurt for the second week in a row 0 None
2017-05-12 What Worked Japan - 12 May 2017 - Selloff in low PBR and high Beta names and into Quality 0 None
2017-04-28 What Worked Japan - 28 Apr 2017 - Low PE and High Beta names continue to do well 0 None
2017-04-21 What Worked Japan - 21 Apr 2017 - Move into High Beta names and slight move away from Large cap 0 None
2017-04-07 What Worked Japan - 07 Apr 2017 - Beta hurt hard again after being destroyed two weeks ago 0 None
2017-03-17 What Worked Japan - 17 Mar 2017 - Low PBR and High Beta names were hurt this week 0 None
2017-03-10 What Worked Japan - 10 Mar 2017 - Only Quality factors slighty stood out this week 0 None
2017-03-06 What Worked Japan - 03 Mar 2017 - Value did not work for the first time since last December 0 None
2017-02-24 Chart of the Day: JPY Forecast Model in the Money 0 None
2017-02-24 What Worked Japan - 24 Feb 2017 - Most factors insignificant, short-term momentum names hurt 0 None
2017-02-21 Exchange Rate Forecast - USDJPY Fundamental Drivers, Technicals & Dervatives 0 None
2017-02-17 What Worked Japan - 17 Feb 2017 - Low PE did well this week, Large-cap continues to underperform 0 None
2017-02-10 What Worked Japan - 10 Feb 2017 - Beta and Price Momentum continue to drive the market 0 None
2017-02-03 What Worked Japan - 03 Feb 2017 - Slight move away from high Beta names and into Quality 0 None
2017-01-27 What Worked Japan - 27 Jan 2017 - With the Start of Earnings, Value and Growth factors flat 0 None
2016-12-22 What Worked Japan - 22 Dec 2016 - Value and Beta were hurt again this week as Quality names benefited 0 None
2016-12-16 What Worked Japan - 16 Dec 2016 - Beta and Value took a hit after almost 3 months of strong performance 0 None
2016-12-02 What Worked Japan - 02 Dec 2016 - Value and High Beta names continue to do well since the beginning of October 0 None
2016-11-25 What Worked Japan - 25 Nov 2016 - Value looking strong, 12M momentum weaker 0 None
2016-11-20 What Worked Japan - 18 Nov 2016 - Value and high Beta names continued to do well this week 0 None
2016-11-11 What Worked Japan - 11 Nov 2016 - Crazy week but in the end Beta and Value dominated 0 None
2016-10-28 What Worked Japan - 28 Oct 2016 - Value continued to work and has down well over the last month 0 None
2016-10-21 What Worked Japan - 21 Oct 2016 - Value and High Beta names down over the last year bounced this week 0 None
2016-10-11 Names where Consensus is moving away from Guidance 0 None

RSSResearch (20)

Date Title Comments Rating
2017-02-21 Exchange Rate Forecast - USDJPY Fundamental Drivers, Technicals & Dervatives 0 None
2017-02-21 Central Bank Policy…2017 Outlook: Fed Still Behind the Curve 0 None
2016-09-01 Frightened Children - Analysts clinging onto the Mother of Guidance 0 None
2016-08-17 The Public Pension Black Hole - Sucked in the vortex of an undiscovered universe 0 None
2016-07-06 Methamphetamine Price, Purity & Economic Downturns - Drug pushers are economically rational 0 None
2016-07-01 Yearning for Yield 0 None
2016-06-17 Dire Straits for central bankers - Money for nothing brothers in arms are out of ammunition 0 None
2016-06-15 Brexit: In and You’re Out, Out and You’re In 0 None
2016-05-23 FY2016 Earnings Summary and Company Specific Factors 0 None
2016-04-25 Pinocchio Motors - Imagine if the sell-side had to recall every over-optimistic forecast 0 None
2016-04-22 Size Matters - Insider Ownership impact on Japanese Stocks 0 None
2016-04-20 Crime in Japan - Part 3 - Fraud, Drugs, Murder, Yakuza & The Police 0 None
2016-04-19 Tempting Expeditiously Stupid Legal Action 0 None
2016-04-11 Tesla - Electric Shock in waiting? 0 None
2016-04-07 Strategic market cap size or strategic market capsize 0 None
2016-03-25 Terrorism in Japan - Suckling on the bosom of (a false sense) of security 0 None
2016-02-24 The ECB and Draghi’s Confidence Game 0 None
2016-02-23 Crime in Japan – Part 2 - The break-up of the nuclear family & the end of jobs for life 0 None
2016-02-22 Crime in Japan – Part 1 - The Economics of Elderly Crime 0 None
2016-02-19 Crime In Japan Series - Executive Summary 0 None

RSSScreens (10)

Date Title Comments Rating
2016-10-11 Names where Consensus is moving away from Guidance 0 None
2016-05-10 Big differences in new Company Guidance and FY3/17 Consensus estimates - 10 May 2016 0 None
2016-05-09 Companies with new Guidance better than FY1 Consensus historically outperform 0 None
2016-04-28 Big Differences in New OP Guidance and FY3/17 Consensus - Fanuc and Nintendo make the list 0 None
2016-04-26 Names with still some confusion (Consensus Estimates with high Standard Deviation) 0 None
2016-04-13 What will soon to be FY1 EPS numbers mean 0 None
2016-03-24 When Analysts are confused Price Volatility increases 0 None
2016-03-17 Japanese Salaries basically unchanged over the last 10 years 0 None
2016-02-16 3/3 Earnings Summary - Not much change YoY Aggregate numbers not great but not bad..... 0 None
2016-02-10 With the market jumping all over, volatility is up 55% on average 0 None

RSSWhat Worked (158)

Date Title Comments Rating
2017-06-30 What Worked Asia - 30 Jun 2017 - Value and to a lesser degree Size did well this week 0 None
2017-06-30 What Worked Japan - 30 Jun 2017 - Value and High Beta names dominated this week 0 None
2017-06-30 What Worked Australia - 30 Jun 2017 - PER very strong on the back of momentum reversal 0 None
2017-06-23 What Worked Asia - 23 Jun 2017 - Overall Dividend Yield did well in Asia 0 None
2017-06-23 What Worked Australia - 23 Jun 2017 - Value Punished & Profitability still strong 0 None
2017-06-23 What Worked Japan - 23 Jun 2017 - Quality worked and really nothing else stood out 0 None
2017-06-16 What Worked Asia - 16 Jun 2017 - Value worked in Singapore and South Korea 0 None
2017-06-16 What Worked Australia - 16 Jun 2017 - Profitability rules this week 0 None
2017-06-16 What Worked Japan - 16 Jun 2017 - Beta and Long-term momentum names were hurt this week 0 None
2017-06-02 What Worked Australia - 02 Jun 2017 - Earnings Revisions strong, Low Sales Growth working 0 None
2017-06-02 What Worked Japan - 02 Jun 2017 - High beta names bounced back as high dividend yield names continued to be hurt 0 None
2017-05-19 What Worked Japan - 19 May 2017 - Value and Beta hurt for the second week in a row 0 None
2017-05-12 What Worked Asia - 12 May 2017 - Good move into Large-cap names in most of the region 0 None
2017-05-12 What Worked Australia - 12 May 2017 - Disastrous week for Div Yield, Size hurt 0 None
2017-05-12 What Worked Japan - 12 May 2017 - Selloff in low PBR and high Beta names and into Quality 0 None
2017-05-05 What Worked Australia - 05 May 2017 - Short term momentum hurts value and growth alike 0 None
2017-04-28 What Worked Australia - 28 Apr 2017 - Worst week for PBR in over a year 0 None
2017-04-28 What Worked Japan - 28 Apr 2017 - Low PE and High Beta names continue to do well 0 None
2017-04-21 What Worked Asia - 21 Apr 2017 - Value was hurt in China/Hong Kong but Div Yield names did very well in Singapore 0 None
2017-04-21 What Worked Australia - 21 Apr 2017 - Two shortened weeks, Value hurt in both 0 None
2017-04-21 What Worked Japan - 21 Apr 2017 - Move into High Beta names and slight move away from Large cap 0 None
2017-04-07 What Worked Asia - 07 Apr 2017 - Value worked in Singapore but was hurt in South Korea 0 None
2017-04-07 What Worked Japan - 07 Apr 2017 - Beta hurt hard again after being destroyed two weeks ago 0 None
2017-04-07 What Worked Australia - 04 Apr 2017 - Some short term reversal, and Low Div names rebound 0 None
2017-03-31 What Worked Australia - 31 Mar 2017 - Value and Beta works, while Momentum down yet again 0 None
2017-03-24 What Worked Australia - 24 Mar 2017 - Beta and all momentum hurt 0 None
2017-03-17 What Worked Asia - 17 Mar 2017 - Good move into high Beta and Large-cap names 0 None
2017-03-17 What Worked Japan - 17 Mar 2017 - Low PBR and High Beta names were hurt this week 0 None
2017-03-17 What Worked Australia - 17 Mar 2017 - 12M Momentum continues its see-saw 0 None
2017-03-10 What Worked Asia - 10 Mar 2017 - Mixed bag with no style really standing out this week 0 None
2017-03-10 What Worked Japan - 10 Mar 2017 - Only Quality factors slighty stood out this week 0 None
2017-03-10 What Worked Australia - 10 Mar 2017 - Both Value and Growth off, ROE Positive 0 None
2017-03-06 What Worked Asia - 03 Mar 2017 - Large cap names were hurt in China / India, Value did well in South Korea 0 None
2017-03-06 What Worked Japan - 03 Mar 2017 - Value did not work for the first time since last December 0 None
2017-03-03 What Worked Australia - 03 Mar 2017 - PE comes off, and drags low beta names along with it 0 None
2017-02-24 What Worked Asia - 24 Feb 2017 - Low PBR and short-term momentum names did well this week in Asia 0 None
2017-02-24 What Worked Japan - 24 Feb 2017 - Most factors insignificant, short-term momentum names hurt 0 None
2017-02-24 What Worked Australia - 24 Feb 2017 - Dividends strong with ROIC, 12M Momentum still off 0 None
2017-02-17 What Worked Asia - 17 Feb 2017 - More than 400 names moved on Volume in Asia this week 0 None
2017-02-17 What Worked Japan - 17 Feb 2017 - Low PE did well this week, Large-cap continues to underperform 0 None
2017-02-17 What Worked Australia - 17 Feb 2017 - Forward PER showing good results 0 None
2017-02-10 What Worked Asia - 10 Feb 2017 - Value (PBR) and Beta did well in Asia ex this week 0 None
2017-02-10 What Worked Japan - 10 Feb 2017 - Beta and Price Momentum continue to drive the market 0 None
2017-02-10 What Worked Australia - 10 Feb 2017 - Beta and Momentum still off 0 None
2017-02-03 What Worked Asia - 03 Feb 2017 - Large cap names were hurt across the region this week 0 None
2017-02-03 What Worked Japan - 03 Feb 2017 - Slight move away from high Beta names and into Quality 0 None
2017-02-03 What Worked Australia - 03 Feb 2017 - Short term reversal, Beta hit 0 None
2017-01-27 What Worked Asia - 27 Jan 2017 - Large cap and high Beta the only factors to stand out this week 0 None
2017-01-27 What Worked Japan - 27 Jan 2017 - With the Start of Earnings, Value and Growth factors flat 0 None
2017-01-27 What Worked Australia - 27 Jan 2017 - A good week for Value AND Momentum investors 0 None
2016-12-23 What Worked Australia - 23 Dec 2016 - Size the flavour for the end of the year 0 None
2016-12-22 What Worked Japan - 22 Dec 2016 - Value and Beta were hurt again this week as Quality names benefited 0 None
2016-12-16 What Worked Asia - 16 Dec 2016 - Size and Beta were hurt across the region 0 None
2016-12-16 What Worked Japan - 16 Dec 2016 - Beta and Value took a hit after almost 3 months of strong performance 0 None
2016-12-16 What Worked Australia - 16 Dec 2016 - Profit taking into the end of the year 0 None
2016-12-02 What Worked Asia - 02 Dec 2016 - Slight Selloff in momentum names in HK / China 0 None
2016-12-02 What Worked Japan - 02 Dec 2016 - Value and High Beta names continue to do well since the beginning of October 0 None
2016-12-02 What Worked Australia - 02 Dec 2016 - Earnings Revisions continue their outstanding run 0 None
2016-11-25 What Worked Japan - 25 Nov 2016 - Value looking strong, 12M momentum weaker 0 None
2016-11-25 What Worked Australia - 25 Nov 2016 - Dull week for factors, great for the index 0 None
2016-11-20 What Worked Asia - 18 Nov 2016 - Each Market kind of moved in its own direction this week 0 None
2016-11-20 What Worked Japan - 18 Nov 2016 - Value and high Beta names continued to do well this week 0 None
2016-11-20 What Worked Australia - 18 Nov 2016 - High Dividend Yield and Large Cap names did well this week 0 None
2016-11-11 What Worked Asia - 11 Nov 2016 - Overall low PBR names did well and high ROE names were hurt this week 0 None
2016-11-11 What Worked Japan - 11 Nov 2016 - Crazy week but in the end Beta and Value dominated 0 None
2016-11-11 What Worked Australia - 11 Nov 2016 - Beta comes up Trumps 0 None
2016-10-28 What Worked Asia - 28 Oct 2016 - This week was one of those weeks when nothing really stands out 0 None
2016-10-28 What Worked Japan - 28 Oct 2016 - Value continued to work and has down well over the last month 0 None
2016-10-28 What Worked Australia - 28 Oct 2016 - Momentum reversal as div yield bounces 0 None
2016-10-21 What Worked Asia - 21 Oct 2016 - Value did well and Quality suffered in most Asian Markets 0 None
2016-10-21 What Worked Japan - 21 Oct 2016 - Value and High Beta names down over the last year bounced this week 0 None
2016-10-21 What Worked Australia - 21 Oct 2016 - Book rules as profitability sold 0 None
2016-10-14 What Worked Asia - 14 Oct 2016 - Sell off in Beta in HK/China with move into Value in Singapore/South Korea 0 None
2016-10-14 What Worked Japan - 14 Oct 2016 - After last week's strong moves, Value and Beta did not do well 0 None
2016-10-14 What Worked Australia - 14 Oct 2016 - Big move out of expensive names and Growth names down 0 None
2016-10-07 What Worked Japan - 07 Oct 2016 - Value and Beta bounced up hard at the expense of Growth names 0 None
2016-10-07 What Worked Australia - 07 Oct 2016 - Beta and Short term momentum rockets 0 None
2016-09-30 What Worked Australia - 30 Sep 2016 - Div Yield hurt once again 0 None
2016-09-30 What Worked Japan - 30 Sep 2016 - Value was hit hard but concentrated in the Banks and Insurance Sectors 0 None
2016-09-02 What Worked Asia - 02 Sep 2016 - Nothing really stood out in HK/China, but good selloff in Size in Taiwan 0 None
2016-09-02 What Worked Australia - 02 Sep 2016 - Dividends and short term momentum 0 None
2016-09-02 What Worked Japan - 02 Sep 2016 - Value and Beta very strong after a good month in August 0 None
2016-08-26 What Worked Australia - 26 Aug 2016 - Reversal in Beta and move to yield 0 None
2016-08-26 What Worked Japan - 26 Aug 2016 - High Beta and Low PBR names were hurt as Retail names benefited 0 None
2016-08-19 What Worked Asia - 19 Aug 2016 - Value worked in HK/China with a slight selloff in Size 0 None
2016-08-19 What Worked Japan - 19 Aug 2016 - After weeks of weak but positive returns, strong moves in Value and Beta 0 None
2016-08-19 What Worked Australia - 19 Aug 2016 - PBR is the new Aussie superstar 0 None
2016-08-12 What Worked Asia - 12 Aug 2016 - Size domintated a little and Quality was hurt this week 0 None
2016-08-12 What Worked Australia - 12 Aug 2016 - Reversion in long term momentum 0 None
2016-08-12 What Worked Japan - 12 Aug 2016 - Nothing really. Stuck between Earnings Ending and O-Bon starting 0 None
2016-08-05 What Worked Australia - 05 Aug 2016 - Growth off while Beta moving 0 None
2016-08-05 What Worked Japan - 05 Aug 2016 - Crazy volume this week as factors move at the extremes 0 None
2016-07-29 What Worked Asia - 29 Jul 2016 - Selloff in Value in Korea but nothing really stood 0 None
2016-07-29 What Worked Japan - 29 Jul 2016 - Value and Beta bounced back this week 0 None
2016-07-29 What Worked Australia - 29 Jul 2016 - Complete reversal of last week 0 None
2016-07-15 What Worked Asia - 15 Jul 2016 - Size and Value domintated in Asia this week 0 None
2016-07-15 What Worked Australia - 15 Jul 2016 - Great week to be a value investor 0 None
2016-07-15 What Worked Japan - 15 Jul 2016 - Incredible numbers / biggest weekly reversal I have ever seen 0 None
2016-07-08 What Worked Australia - 8 Jul 2016 - Value comes off as market jumps into momentum 0 None
2016-06-24 What Worked Asia - 24 Jun 2016 - In Asia Size and Value benefited from all the turmoil 0 None
2016-06-24 What Worked Australia - 24 Jun 2016 - A move away from Quality, and into 3M Momentum 0 None
2016-06-24 What Worked Japan - 24 Jun 2016 - Negative momentum names were hurt the most by Britain's news 0 None
2016-06-17 What Worked Asia - 17 Jun 2016 - Size and Beta were hurt in most markets this week 0 None
2016-06-17 What Worked Australia - 17 Jun 2016 - Profitability and Long term Momentum take the stage 0 None
2016-06-17 What Worked Japan - 17 Jun 2016 - No factor bias, just pretty much everyone went down this week 0 None
2016-06-10 What Worked Asia - 10 Jun 2016 - Size dominated in HK/China / Quality did not work in Korea 0 None
2016-06-10 What Worked Japan - 10 Jun 2016 - Value continues to suffer and high ROE names benefited 0 None
2016-06-10 What Worked Australia - 10 Jun 2016 - EPS Revisions proving strong motivator 0 None
2016-06-03 What Worked Asia - 03 Jun 2016 - Value in South Korea and Slight move in high Beta names in China 0 None
2016-06-03 What Worked Australia - 03 June 2016 - Momentum Reversal over, but not in a good way 0 None
2016-06-03 What Worked Japan - 03 Jun 2016 - Value continues to underperform - PE worst factor over the last 6 months 0 None
2016-05-27 What Worked Asia - 27 May 2016 - Large Cap names in Asia did well this week 0 None
2016-05-27 What Worked Japan - 27 May 2016 - Nothing really this week 0 None
2016-05-27 What Worked Australia - 27 May 2016 - Value off again, Earnings Revision momentum up 0 None
2016-05-20 What Worked Asia - 20 May 2016 - Value stood out in HK and Singapore / Nothing really worked in China and India 0 None
2016-05-20 What Worked Australia - 20 May 2016 - Momentum reversal continues, bringing value along for the ride 0 None
2016-05-20 What Worked Japan - 20 May 2016 - PBR and Beta worked / Hopefully they will continue to work 0 None
2016-05-13 What Worked Asia - 13 May - Quality, particularly ROE, did well in most regions this week 0 None
2016-05-13 What Worked Australia - 13 May 2016 - Profitability and Earnings Revisions a focus 0 None
2016-05-13 What Worked Japan - 13May 2016 - Move in to ROE/ROIC and PBR continues to underperform 0 None
2016-05-06 What Worked Asia - 06 May 2016 - Value, Beta and Size were hurt across the region / Quality benefited 0 None
2016-05-06 What Worked Australia - 06 May 2016 - Dividend Yield and Profitability strong 0 None
2016-04-29 What Worked Asia - 29 Apr 2016 - In Asia Beta was hurt this week and in some regions Dividend Yield benefited 0 None
2016-04-29 What Worked Australia - 29 Apr 2016 - Dividend Yield slightly positive, short term reversal 0 None
2016-04-28 What Worked Japan - 28 Apr 2016 - Nothing until this afternoon and then everything went to...well you know 0 None
2016-04-22 What Worked Asia - 22 Apr 2016 - Not a lot really stood out across Asia this week 0 None
2016-04-22 What Worked Japan - 22 Apr 2016 - Value continued to do well but was not supported by Volume 0 None
2016-04-22 What Worked Australia - 22 Apr 2016 - Long term momentum continues to revert, growth weak 0 None
2016-04-15 What Worked Asia - 15 Apr 2016 - What Worked and Who Moved - Beta and not really Value dominated Asia this week / Except for Taiwan where Size was the story 0 None
2016-04-15 What Worked Australia - 15 Apr 2016 - Massive Momentum Reversal back into Value 0 None
2016-04-15 What Worked Japan - 15 Apr 2016 - Value bounced hard this week but was not supported by strong Volume 0 None
2016-04-08 What Worked Asia - 08 Apr 2016 - Value worked in Malaysia / Size did not in Thailand and Taiwan 0 None
2016-04-08 What Worked Japan - 08 Apr 2016 - Value / Beta were hurt again and Retail names continue to do well 0 None
2016-04-08 What Worked Australia - 08 Apr 2016 - Large Cap Momentum continues to run 0 None
2016-04-01 What Worked Asia - 01 Apr 2016 - Only Size worked in China but Value was strong in the Philippines 0 None
2016-04-01 What Worked Japan - 01 Apr 2016 - Value really has not worked for the last month 0 None
2016-04-01 What Worked Australia - 01 Apr 2016 - Short term momentum reverting, long term doing better 0 None
2016-03-25 What Worked Asia - 25 Mar 2016 - Value was hurt as Investors moved into Quality 0 None
2016-03-25 What Worked Japan - 25 Mar 2016 - Value was hurt and Size/Quality Benefited 0 None
2016-03-25 What Worked Australia - 25 Mar 2016 - Value comes off hard, move into Profitable Growth names 0 None
2016-03-18 What Worked Asia - 18 Mar 2016 - Generally Value worked across the Region except for HK where pretty much nothing really stood out 0 None
2016-03-18 What Worked Japan - 18 Mar 2016 - Slight move into Quality and away from Value / Beta 0 None
2016-03-18 What Worked Australia - 18 Mar 2016 - Long term momentum coming off, Value still strong 0 None
2016-03-11 What Worked Asia - 11 Mar 2016 - Div Yield worked in China/HK and PBR was strong in Indonesia and Thailand 0 None
2016-03-11 What Worked Japan - 11 Mar 2016 - Really nothing compared to last week although slight selloff in Beta 0 None
2016-03-11 What Worked Australia - 11 Mar 2016 - Value the only real story 0 None
2016-03-04 What Worked Asia - 04 Mar 2016 - Most of the Region bounced on Value and Beta 0 None
2016-03-04 What Worked Japan - 04 Mar 2016 - Crazy reversal in Momentum and Beta but the move was not supported by Volume 0 None
2016-03-04 What Worked Australia - 04 Mar 2016 - A good week to be a value investor in Australia 0 None
2016-02-26 What Worked Asia - 26 Feb 2016 - Value / Beta were hurt in most regions after last week's bounce 0 None
2016-02-26 What Worked Japan - 26 Feb 2016 - Selloff in Value after the strong bounce last week 0 None
2016-02-26 What Worked Australia - 26 Feb 2016 - Value 2 for 2, slow down in momentum sell-off 0 None
2016-02-19 What Worked Asia - 19 Feb 2016 - Value and Beta drove most Markets in Asia this week 0 None
2016-02-19 What Worked Japan - 19 Feb 2016 - Value / Beta bounced hard on very strong volume 0 None
2016-02-19 What Worked Australia - 19 Feb 2016 - Value strong, but smaller names the winners 0 None
2016-02-12 What Worked Asia - 12 Feb 2016 - When markets were open this week Value and Beta were hurt (except in Korea) 0 None
2016-02-12 What Worked Japan - 12 Feb 2016 - Retail names did well as Value / ROE factors continue to be beaten up 0 None
2016-02-12 What Worked Australia - 12 Feb 2016 - Momentum back in Favour 0 None

Uncategorized (1)

Date Title Comments Rating
2016-02-09 Welcome to the CPG Research Blog 0 None

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