JAPAN DELTA IV - Is The GPIF In Buying?
The GPIF is the world's largest pension fund at what was $1.6 trillion-plus at the end of December 2019. The management of the GPIF has made...
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What Do You Buy if the Softbank Mega-Buyback Drives a Nikkei Squeeze?
Softbank stock ended up locked limit up towards the end of the trading day after the company announced a massive ¥4.5trn in asset...
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Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
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Nikkei 225 Dividend Futures: Buy The Selloff
The Nikkei 225 dividend futures contracts are among the most widely traded dividend futures in the world with over US$600m of dividend exposure...
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What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
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