Japan Style Analysis - Growth and Not Value Names Are Outperforming....
While it is well known that Value has historically driven the Japanese market, that has not been the case over the last couple of years. In fact,...
250 Views
The 'Volatility Volcano' Erupts, as Oil Outlook Remains Inflation Key…
On Dec 18th I wrote that: ‘That issue of deteriorating market depth and the proliferation of highly correlated factor based strategies which are...
266 Views
Sony (6758) - Might Yoshida Sell Sony Pictures?
After US traders got the implications of the Nintendo (7974 JP) results wrong (they sent the ADR 10% higher only to watch the shares lose 2% the...
217 Views
The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
1.8k Views
Nikkei Announcement of Hirai Shift to Chairman, Yoshida Promotion to CEO Moves Sony up 2%
The Nikkei announced today that for the next Fiscal Year Kazuo Hirai would take the role of Chairman and his deputy, Kenichiro Yoshida would be...
258 Views