Michael KretschmerTime To Say Goodbye …On July 10th 2008, we launched the Pelargos Japan Alpha Fund and after 148 newsletters the time has come to wrap it up and move on. The…Jan 15, 2022Jan 15, 2022
Michael KretschmerNo Excuses - Japanese Boards Have to Face New Reality Post CovidIn my opinion, listed companies in Japan are among the best risk/reward investment opportunities globally.Jun 3, 2020Jun 3, 2020
Michael KretschmerJapan — Anatomy Of A Boom — Bust cycleThe Japanese equity story is a remarkable one. In the late 1980ies, Japan experienced an asset bubble of epic proportion and almost 30…May 3, 2018May 3, 2018