July TOPIX FFW Rebalancing Trade
The TOPIX July FFW rebalance is large this year, on what is generally an overlooked rebalance trade. There are several multi-hundred million...
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TOPIX Inclusion Trade Summary: June 2021
TOPIX Pre-Event Watchlist Trades, Announced Trades, and ongoing performance. The announcements have performed well (and did well as pre-events...
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China Technology Sector Improving -- Add Exposure
Market dynamics remain largely positive which continues to support our constructive outlook, and we view recent weakness as a buying opportunity....
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TOPIX Inclusion: Money Forward (3994 JP)
High-growth SaaS company Money Forward (3994 JP) is getting promoted to TSE1, triggering a large TOPIX Inclusion Event on 29th July 2021. The...
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Japan Small Cap Growth: FREEE (4478) - Opportunities Opening Up
The recent sharp sell-off in global growth stocks has provided an opportunity for long-term investors to buy freee (4478 JP) at more attractive...
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