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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Japan - Shorts Cover Consumer Staples, Increase Positions on Consumer Discretionary
The short notional in the market for the week ending 7 February is US$25.00bn (up by US$100mm) with the largest short positions in Itochu Corp...
367 Views
Mazda – Following in Subaru’s Footsteps
We have long been a fan of Mazda’s vehicles and its engineering technology though we would be the first to admit that the company has had its...
279 Views
Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
379 Views
Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
400 Views