Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
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Last Week in Event SPACE: Fast Retailing, Evergrande, APA Group, Fairfax, LCY Chem, Hyundai Group
Last Week in Event SPACE ... The possible changes to the BOJ's ETF allocations will reduce the impact on the remaining float of future purchases...
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Smartkarma’s Week That Was in JP/KR: Japan Passive & Koreans' Rush to Buy Overseas Stocks
The Japanese stock market continues to outperform the Korean stock market in July. TOPIX is up 2% while KOSPI is down 1.6% this month (as of July...
620 Views
JAPAN PASSIVE: Who Owns What?
The insight JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 of a few days ago was a piece about the BOJ's impact on the Nikkei 225. The BOJ...
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JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
726 Views