japan

Japan's small cap stocks offer compelling value, trading at less than half the P/E ratio and 1/3 the price/book ratio of the Nikkei 225.

PE funds in Japan have too much capital and not enough deal flow. Activists often drive companies into PE funds' arms.

TOPIX companies own ~$600bn of investment properties, on the books at only $320bn. And this is only part of the story.

Shareholder activism in Japan. What is the opportunity, why does it exist, who is already invested, and what is the best way to play it?

The Land of the Rising Sun has become a hotbed for some of today's biggest investing themes and these companies are at the forefront.

Canopy Investors breaks down where quality global growth exists today and why so much of it lies outside the U.S.

A lot has changed in the decade since Japan's Abenomics period - why we're positive about the prospects for Japanese equities.

Playing the market Buffett expects Berkshire Hathaway to hold for years to come.

Hang Seng leads global markets as China weathers the storm

It was a great year for global equity markets. Australia was a relative laggard. The Magnificent Seven did well, as did my 8 China A-Shares.