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  •  | Equity <Company Sector> | 
  • Macro | 
  •  | Equity <Strategy> | 
  • Fixed Income | 
    RANK 1
  • 26-Mar-20
  • Insurers, Brokerages, Non-banks

    High volatility on friction btw. COVID-19, ・・・
    Watanabe(Japan)
    PDF
    RANK 2
  • 25-Mar-20
  • Latest Trends in Online Medical Services

    Spread of COVID-19 boosts online medical se・・・
    Yoshihara(Japan)
    PDF
    RANK 3
  • 25-Mar-20
  • Impact from Halted Production on Automakers

    Impact on profit from halted global product・・・
    Hakomori(Japan)
    PDF
    RANK 4
  • 23-Mar-20
  • Softbank Group(9984 JP)

    Y4.5tn program to buy back shares, reduce debt
    Ando(Japan)
    PDF
    RANK 5
  • 26-Mar-20
  • Tokyo Gas(9531 JP)

    Retained shareholder return policy to fuel ・・・
    Nishikawa(Japan)
    PDF
    RANK 1
  • 20-Mar-20
  • Japan Stock Supply/Demand Update (Mar week 3)

    Foreign investors hefty net sellers
    Kenji Abe(Japan)
    PDF
    RANK 2
  • 26-Mar-20
  • Japan's Economy: Monthly Outlook (March 2020)

    Principle battlefield of "Corona Crisis" ・・・
    Kobayashi(Japan)
    PDF
    RANK 3
  • 24-Mar-20
  • Regional Economy

    How far can the dollar go?
    Kevin Lai(Asia Pacific)
    PDF
    RANK 4
  • 20-Mar-20
  • U.S. The Slowdown Begins


    Michael Moran(North America)
    PDF
    RANK 5
  • 26-Mar-20
  • Thailand Economics

    A deep recession
    PimpakNichgaroon(Asia Pacific)
    PDF
    RANK 1
  • 24-Mar-20
  • Suzuki's Data Digest - 23 March 2020

    Japan equities outperformed
    Suzuki(Japan)
    PDF
    RANK 2
  • 27-Mar-20
  • Will BOJ Trade Remain Effective?

    BOJ trade should continue working for now, ・・・
    Kenji Abe(Japan)
    PDF
    RANK 2
  • 26-Mar-20
  • GPIF's New Basic Portfolio

    Foreign bond weighting to be lifted; result・・・
    Kenji Abe(Japan)
    PDF
    RANK 4
  • 24-Mar-20
  • Japanese Equity: Quants Monthly March 2020

    ESG momentum and stock price performance
    Hashimoto(Japan)
    PDF
    RANK 5
  • 25-Mar-20
  • The Suzuki Report - 24 March 2020

    Japanese stocks outperforming due to BOJ bu・・・
    Suzuki(Japan)
    PDF
    RANK 1
  • 06-Jan-20
  • Daiwa's View

    Things to watch for in 2020: Part 1
    Eiichiro Tani(Japan)
    PDF
    RANK 2
  • 14-Feb-20
  • JGB Insight

    Intermediate-term zone: preparation or sign・・・
    Keiko Onogi(Japan)
    PDF
    RANK 3
  • 03-Feb-20
  • Daiwa's View

    Fear
    Eiichiro Tani(Japan)
    PDF
    RANK 4
  • 20-Mar-20
  • U.S. The Slowdown Begins


    Michael Moran(North America)
    PDF
    RANK 5
  • 25-Mar-20
  • Outlook for 40Y JGB Auction

    A smooth auction expected
    Keiko Onogi(Japan)
    PDF
  •  | Equity <Company Sector> | 
  • Macro | 
  •  | Equity <Strategy> | 
  • Fixed Income | 
    RANK 1
  • 13-Mar-20
  • Telecom: Our Take of Rakuten's MNO Rate Plan

    Now like NTT, KDDI most on payouts, stable ・・・
    Ando(Japan)
    PDF
    RANK 2
  • 21-Mar-20
  • Coronavirus, where are we going

    It will get worse, GDP will weaken, one sil・・・
    Louis Miscioscia(North America)
    PDF
    RANK 3
  • 18-Mar-20
  • Cosmetics/toiletries POS Data - February 2020

    Sector Data: Drugstore sales trends
    Hirozumi(Japan)
    PDF
    RANK 4
  • 23-Mar-20
  • Softbank Group(9984 JP)

    Y4.5tn program to buy back shares, reduce debt
    Ando(Japan)
    PDF
    RANK 5
  • 11-Mar-20
  • Mizuho Financial Group(8411 JP)

    Stock now oversold; rating upped to 2 (Outp・・・
    Takai(Japan)
    PDF
    RANK 1
  • 20-Mar-20
  • Japan Stock Supply/Demand Update (Mar week 3)

    Foreign investors hefty net sellers
    Kenji Abe(Japan)
    PDF
    RANK 2
  • 13-Mar-20
  • Animal Spirits Quick Take

    2020 roadmap on track but credit shock a ・・・
    (Asia Pacific)
    PDF
    RANK 3
  • 10-Mar-20
  • Japan's Economic Outlook No. 204 Update (Summary)

    In this report we examine the impact of t・・・
    Kumagai(Japan)
    PDF
    RANK 4
  • 13-Mar-20
  • Japan Stock Supply/Demand Update (Mar week 2)

    Net selling by foreigners hefty Y1.1tn
    Kenji Abe(Japan)
    PDF
    RANK 5
  • 17-Mar-20
  • A-share Monthly Monitor

    Temporary safe haven in the storm
    Patrick Pan(Asia Pacific)
    PDF
    RANK 1
  • 17-Mar-20
  • BOJ Increases ETF Purchases to Y12tn Annually

    Should act to support Japanese stocks
    Kenji Abe(Japan)
    PDF
    RANK 2
  • 20-Mar-20
  • Japan Stock Supply/Demand Update (Mar week 3)

    Foreign investors hefty net sellers
    Kenji Abe(Japan)
    PDF
    RANK 3
  • 09-Mar-20
  • Outlook for GPIF's New Basic Portfolio

    Weight in foreign bonds already lifted? Tha・・・
    Kenji Abe(Japan)
    PDF
    RANK 4
  • 12-Mar-20
  • Possible Expansion in BOJ's ETF Purchase Framework

    Impact on share prices from BOJ's ETF purch・・・
    Kenji Abe(Japan)
    PDF
    RANK 5
  • 10-Mar-20
  • March Survey of Equity Holdings by QUICK

    Sharp improvement in investment opinions fo・・・
    Kenji Abe(Japan)
    PDF
    RANK 1
  • 06-Jan-20
  • Daiwa's View

    Things to watch for in 2020: Part 1
    Eiichiro Tani(Japan)
    PDF
    RANK 2
  • 03-Feb-20
  • Daiwa's View

    Fear
    Eiichiro Tani(Japan)
    PDF
    RANK 3
  • 14-Feb-20
  • JGB Insight

    Intermediate-term zone: preparation or sign・・・
    Keiko Onogi(Japan)
    PDF
    RANK 4
  • 16-Mar-20
  • Daiwa's View

    Root of ongoing crisis
    Eiichiro Tani(Japan)
    PDF
    RANK 5
  • 23-Mar-20
  • Amazon.com (AMZN US)

    Well positioned to face headwinds from COVI・・・
    Stefan Tudor(Global)
    PDF