MUFG Americas Holdings – The Hits Just Keep On Coming
* Pre-COVID-19 Challenges:MUFG Americas Holdings (8306.JP) [MUFGA] had a number of challenges even prior to the impact of COVID-19, which included:...
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Huge Increase in Shorts on Nikkei225 & Topix ETFs
The short notional in the market for the data released 31 March is US$33.19bn (down by US$60mm excluding FX movements and ETFs) with the largest...
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Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
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Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
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The BoJ's ETF Purchases: Limited Impact on Real Economy, but Not Devoid of Consequences for Equities
The Bank of Japan (BoJ) has become the largest single holder of exchange traded funds (ETFs), but their recent decision to commence an ETF lending...
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