🇯🇵 JAPAN • Results & Revisions 09/15 -Park[24]ing Woes, Life in Life | Keiyo▲, Palma▼
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🇯🇵 JAPAN • The Hundred Days War - COVID Heroes & Villains
THE 'HUNDRED DAYS WAR' - It is almost one hundred days since the equity markets began to discount the onset of COVID-19. Since the TOPIX closing...
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🇯🇵 JAPAN • Results & Revisions 29th June -Stayin' Home
STAYIN' HOME - Only two companies saw their Results & Revision Scores improve quarter-on-quarter amongst the thirteen that reported - DCM...
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Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
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Japan - Big Increase in Shorts Led by Consumer Staples and Consumer Discretionary Names
The short notional in the market for the data released 25 February is US$25.03bn (up by US$955mm excluding FX movements) with the largest short...
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