Nikkei 225 Index Rebalance Preview (March): Potential Changes as Review Period Nears End
With a week left in the review period, we revisit the potential NKY changes in March & highlight top add/delete candidates. There will be a large...
1.1k Views
Nikkei 225 Sep Annual Review Predictions - 3 In, 3 Out
The September Nikkei 225 Rebal announcement is ~ 6 weeks away. Assuming the current plans go through, I see three adds, three deletes. The adds are...
934 Views
Global Semiconductors:Β Consolidation, but Active Funds Remain Well Invested
Allocations in Semiconductor stocks have seen tremendous growth over the past 3 years.Β Whilst ownership growth has slowed, exposure remains high.
379 Views
π―π΅ JAPAN β’ Results & Revisions ββββββββββββββββββββββββββββββ01/ββββββββββ26 Nitto Denko & Disco
Our best and worst pair from Tuesday's 23 results and 17 forecasts/revisions announcements is Nitto Denko (6988 JP) and DISCO (6146 JP).
309 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
403 Views