Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
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TOPIX Inclusions: Who Is Ready (May 2026)
There will be one TOPIX Inclusion at the end of May 2026. Separately, the May 2026 global index additions and deletions in Japan could trigger...
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Japan Inc. Applies the Brakes - 1st Quarterly Capex Contraction Since 2016 Signals a Cycle Peak
JAPAN AGGREGATE CASH FLOW UPDATE - This insight updates Declining Operating Cash Flow to Curtail Investments with the most recent quarterly reports...
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MS-Japan May 2026 Rebalance: Post-Announcement Trading Pattern
Following MSCI May 2026 announcement, we a look at the trading pattern of affected stocks from historical perspective by overlaying it with past...
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Cross-Shareholdings Alive and Well in Japan....
I am old enough to remember when cross-shareholdings was a huge problem in Japan and all companies needed to immediately unwind all of their...
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