EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Small cap growth opportunities...

Storm Research

Having peaked in Oct 2020, Japanese small cap growth stocks proved themselves a lead indicator on the downside. They remain 45% below peak, but are starting to inflect. With the Yen/USD trading at 24 year lows, Storm Research believes investors would be well served to re-examine this largely ignored asset class. Recent ideas include Dexerials (4980, Positive), WealthNavi (7342, Positive) and BuySell Technologies (7685, Positive).

Edition: 144

- 16 September, 2022