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Making Banks Great Again? Market Insights on Japanese Megabanks

As international equity investors, the team at R Squared Capital Management (former team at Julius Baer / Artio Global) utilizes fundamental and macro analysis in our quest to correctly identify structural tailwinds and headwinds at the geographic, sector and company levels. Since our last post about the financial sector, the US elections have been finalized and some outlooks have materialized for the new Trump regime: we believe a beneficiary will be Japanese megabanks.

Posted by Daeil Cha on Nov 21, 2016 6:00:00 AM

Topics: From the Desk of Daeil Cha, Japanese Banks

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