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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapan's small-cap companies look attractive over the next 3 to 5 years: Asymmetric AdvisorsTimothy Morse of Asymmetric Advisors explains why investing in small-cap stocks in Japan in the mid-term makes sense even as BOJ is expected to raise interest rate.
Persons: Timothy Morse Organizations: Advisors Locations: Japan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapan's chip names are 'pretty overvalued' but there is good value in many small cap stocksTimothy Morse of Asymmetric Advisors talks through where else he sees value in the Japanese equity space.
Persons: Timothy Morse Organizations: Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA steadily rising yen could lead to another 'leg-up in the market,' advisory firm saysTimothy Morse, founding partner at Asymmetric Advisors, says corporate activity and mergers and acquisitions are "heating up" in Japan.
Persons: Timothy Morse Organizations: Asymmetric Advisors Locations: Japan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailReplacing Fujitsu in UK government contracts could be 'very expensive,' says equity advisory firmTimothy Morse, founding partner of Asymmetric Advisors, discusses Fujitsu's involvement in Britain's Post Office scandal, and says replacing the company may be very expensive as it's "very well embedded in U.K. government IT contracts."
Persons: Timothy Morse Organizations: Fujitsu, Asymmetric Advisors Locations: Britain's
This case received new public attention this year when ITV broadcast a drama series, "Mr Bates vs The Post Office," about the sub-postmasters fight for justice. Horizon was manufactured by Fujitsu in 1999 and rolled out across Post Office branches to manage financial transactions. "We did have bugs and errors in the system and we did help the Post Office in their prosecutions of the sub-postmasters," he told the committee. The government has set aside 1 billion pounds in compensation for victims of the Post Office scandal. And the role of the post office has been well known in these court prosecutions, but Fujitsu for some reason had been rarely mentioned in the press."
Persons: Paul Patterson, Mr Bates, Patterson, Timothy Morse Organizations: Fujitsu Services, Business, Trade, Nikkei, Fujitsu, IT, Post, ITV, of Commons Business, Trade Committee, Government Locations: Europe, London
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapanese yen weakness is 'not necessarily a good thing' for U.S. dollar investors, says analystJapanese yen weakness isn't good for U.S. dollar investors, says Timothy Morse, founding partner of Asymmetric Advisors, who pointed out that the Topix index has underperformed the S&P 500 in dollar terms this year.
Persons: Timothy Morse Organizations: U.S, Asymmetric Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapan has been seen as a bit of a 'value trap,' says advisory firmTimothy Morse of Asymmetric Advisors says Japan has many companies with high levels of cash compared with many markets, but many of them haven't used that cash in an efficient way.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAdvisory firm names the Japanese banks that are most exposed to Silicon Valley Bank's collapseTimothy Morse of Asymmetric Advisors says the most exposed are banks like Norinchukin Bank and Japan Post Bank.
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