Matthews Asia: Outlook for Japanese Equities

Interesting piece published recently by Matthews Asia on their outlook for Japanese equities in 2017. Similar in tone to Peter Tasker’s (shorter) article on the brightening message from small cap Japan.  Some excerpts / highlights from the report, paraphrased: Number of structural factors supporting Japanese equities in 2017 Improved Purchasing Managers’ Indexes (PMI), accelerating wage growth and the Japanese government’s decision […]

Orbis Adds To Dongfeng Motor Group

Orbis Investment Management (Orbis) added to their stake in HK-listed Dongfeng Motor Group (Dongfeng). According to a filing made to the Hong Kong Stock Exchange on March 27th, 2017, the firm bought 820,000 shares on the exchange at an average price of HKD 9.056 per share on March 22nd (total consideration was ~US$956,000). Following the purchase, their stake in Dongfeng increased from 5.98% to […]