Japan: Underweight No More?
Global Ex-USA funds have almost eliminated their decade-long Japan underweight, as rising allocations and strong inflows drive rotation towards...
121 Views
Ajinomoto (2802 JP) Vs. J Front Retailing (3086 JP): Stat Arb Setup After Earnings
11% target return opportunity by going long Ajinomoto (2802 JP) and short J Front Retailing (3086 JP) due to price ratio deviation. Ideal for...
168 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
201 Views
Merger Arb Mondays (05 Oct) - Kadoya, Kakaku, Leopalace21, Taiyo, Ingenia, Peet, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
148 Views
Japan Morning Connection: Market Holding Breath to See if JP Bond Rout Continues
Markets risk off in the wake of the bond market rout sparked by JBG selling yesterday. Many food and beverage names have shot up since the news broke.
208 Views