Property Sector a Winner in Japan Reflationary Era
Misui Fudosan is back to the levels where Elliott Mgmt disclosed their 2.5% stake. It rallied to an ATH on the disclosure and has corrected 15-17%...
478 Views
Primer: GLP J-REIT (3281 JP) - Aug 2026
Premier Player in a Secular Growth Market: GLP J-REIT is one of Japan's largest logistics-focused REITs, strategically positioned to capitalize...
100 Views
GIC's 1.4bn USD Tokyo Exit: Tokenization Mega-Deal Exposes Winners and Refinancing Risks
GIC’s Strategic Shift: Unloading a Tokyo trophy asset for 1.4bn USD secures a 33% gain, pivoting capital to structural growth sectors before BOJ...
129 Views
Japan - Another Big Round of Passive Selling
The close tomorrow should see huge volumes trade on these stocks. Shorts will be covered and longs will be selectively put on.
919 Views
BOJ Reflation Alpha: Long Japan Hotel REIT, Short GLP J-REIT
BOJ's rate hikes and quantitative tightening aggressively compress yield spreads, punishing long-duration assets while severely rewarding inflation...
96 Views