Olivier Levant
I am passionate about Japan and more particularly about investing in Japan. From 2006 to 2008 I managed a Large Cap Japanese Equity Fund at Groupama AM. I invest in stocks based on a GARP strategy and a mix of top-down and bottom-up approaches
My blog
O.Levant - My 30 Japanese Stocks Portfolio
Created on 06/01/2009
Thenikkei225investor is for anyone who wants to invest in the Japanese stock market. The blog provides stock as well as market analysis.
Category: Economy
articles : 78
Blogrank : 1 (learn more)
My last posts
Bears might be back on top thanks to MSFT and Technical Analysis
I know I am starting to feel lonely here talking about retracement in the market, especially after a huge upside move in the US market today. So far earnings have been pretty good with a verythigh...
Steel demand this year: World vs China!!!
I know I am not bullish about further strength in the market right now but I know some of you are. So it is my job to report any interesting news or research I come accross if I think they could...
The selling continues after Caterpillar strong earnings
Today, once again, the US market released some good numbers from Merck, Coca cola and more particularly Caterpillar. I say more particularly because it is a stock Japanese investors always look at...
Hybrid cars are the new fashion of the moment but Nissan seems to lag its rivals
Carlos Ghosn is probably one of the best CEO in the automobile industry. I am especially talking about his skills for public relation. He is one of the most recognized names in the automobile...
Derivatives 101: Over The Counter vs. Regulated
From the beginning of the financial crisis, government and economists have repeated many times that the real cause of the crisis was the Derivative Market and more particularly the un-regulated,...
Reducing beta ahead of a risky earning season
It is still the time to get ride of your risky and high beta stocks. The market is still on its high for the year ahead of the earning season. I know so far the market has been very resilient with...
Earning Report Calendar
I have just received a nice excel spreadsheet today with most of the Nikkei225 companies' earning reporting date. Unfortunately I still miss a few of them but it should be very helpful to you if...
The Japanese Yen is back to alarming levels.
The beginning of the earning season is not the only reason for the pull back in the stock market in Japan. The rapid appreciation of the Japanese currency versus the dollar and the euro is also...
It is time to be more defensive as the market seems to look elsewhere
The market has spoken today, at least that is the way I interpreted the downward move in the S&P500. The Non Farm Pay Roll number for the month of June in the US showed another 467,000 jobs...
KDDI (9433 JP) is standing at a very attractive level
The market has been trading in a range for the past couple weeks now. The daily volume keeps dropping approaching the end of the quarter. I expect more volatility in the coming weeks but I am not...