TOPIX Inclusions: Who Is Ready (May 2026)
There will be one TOPIX Inclusion at the end of May 2026. Separately, the May 2026 global index additions and deletions in Japan could trigger...
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Japan: Sectors/Peer Groups 3M🔺Too Early to Bottom-Fish Cyclicals •Time to Trim Personal Products
THREE-MONTH % CHANGE IN SECTORS & PEER GROUPS - This regular insight focuses on the percentage change in each sectors' weight in the market...
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MS-Japan May 2026 Rebalance: Post-Announcement Trading Pattern
Following MSCI May 2026 announcement, we a look at the trading pattern of affected stocks from historical perspective by overlaying it with past...
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Biggest Moves in Consensus and Best Performers After 1H Announcements in Japan....
With 1H Earnings Season basically done, we went back and screened for names with the largest changes in consensus estimates after results were...
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Price Momentum and Earnings Revisions Do the Best in September / Value Does Not Do Well....
We looked at what factors do the best in September in Japan and as you can see by the chart below found that longer-term price momentum and...
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