JAPAN: Three Public Pensions Add Fuel to the Fire
On Friday March 20, Japan's "Other Three" public pensions (Chikyoren, KKR, and Shigaku Kyosai (nota bene: links are to the Japanese sites - each...
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Japan: (Forecast) Global Index Changes in March & Big Outperformance
There could be 41 changes for the index in March. The passive trading impact is high for most stocks. The adds and upward migrations have...
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Japanese Banks – 2026 High Conviction Ideas
​Japanese banks in 2026 should see top line growth from hawkish BoJ, shareholder value creation through cross-holding disposals; Resona top pick...
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Japanese Banks – We Clip Our Key Positive Picks in the Big-Caps and Mid-Caps
​With easier-for-longer monetary policy in Japan being a growing risk, we keep buys on select big and mid-cap banks with big equity cross-holdings,...
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Japanese Midcap Banks – Introducing the Scorecard and Quarterly Return Trends
​In this Japanese midcap banks report, we maintain Iyogin Holdings, Hokuhoku Financial, and Hachijuni Bank as top buys, adding Hirogin Holdings to...
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