Nova Msc Says Co And Theta Edge Terminate Joint Venture And Shareholders' Agreement
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As the yen languishes at 40-year lows against the dollar, there are silver linings for Japan equities plays. BNY Investments' Aninda Mitra says a weaker yen tends to favor large corporates that are more globally diversified, yielding direct FX transmission gains for EPS. Now, it does drive up impor…
BNY Investments' upbeat view on Japanese equities centers on the thesis that Prime Minister Sanae Takaichi's re-election was a good thing. For one, it should keep up governance improvements, including buybacks and higher dividend payouts, says Aninda Mitra, head of Asia macroeconomics and investmen…
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