Japan: Sectors/Peer Groups 3M🔺Too Early to Bottom-Fish Cyclicals •Time to Trim Personal Products
THREE-MONTH % CHANGE IN SECTORS & PEER GROUPS - This regular insight focuses on the percentage change in each sectors' weight in the market...
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Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year.  Latest Positioning OverviewJapan's...
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Factory Automation and Trade Wars
Factory automation names are down today (Yaskawa -2.5%, Fanuc -3.2%, Nabtesco -2.4%, Harmonic Drive -4.9%, Omron -1.8%, Keyence -3.0%, SMC -1.3%,...
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Online Retail Boom and Autonomous Car Sensors Transforming Robotics…
The huge investment being made in autonomous vehicles will dramatically boost the use of robots in new sectors, as sensors such as Lidar give them...
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Holiday Volume Good Indication for Next Year Performance.....
With the new year now in full swing, we looked back to see how names that move on volume over the Japanese holidays perform in the following year....
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