Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
Toyotal has just announced that it will buy back around 290m (around 2% of the stock) of its own shares from MS&AD, Tokio Marine, MUFG and SMFG. In...
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Primer: Daifuku Co Ltd (6383 JP) - Apr 2026
Daifuku is the global market leader in the material handling industry, poised to benefit from long-term structural growth drivers including...
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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...
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Global Stock Positioning: Tech Dominance, China Rotation, and Record TSMC Ownership
Technology continues to anchor global active portfolios, with TSMC at record ownership. Rotation persists across regions as managers selectively...
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Japan Strategy Weekly | City Index Cashes in on Furukawa
Furukawa's shareholder-friendly measures boost stock, Japanese market faces volatility, Daifuku surges on strong earnings and outlook.
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