TOPIX Inclusions: Who Is Ready (June 2026)
There are currently 149 names that satisfy all 5 key Segment Transfer requirements based on current data. Another 140 names can satisfy 4 out of 5...
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Primer: Mcdonald's Japan (2702 JP) - Apr 2026
Dominant Market Leader with Resilient Growth: McDonald's Japan is the undisputed leader in the Japanese hamburger QSR segment, demonstrating...
182 Views
[Quiddity Index] The TOPIX Change in Oct26 - Part V (Final Prep)
The TSE announcement for wholesale changes in the TOPIX Index is scheduled for Wednesday after the close. I expect 34-35 ADDs, ~700 DELETEs, and...
251 Views
[Quiddity Index] The TOPIX Change in Oct26 - Part IV (Last Minute Jockeying)
The TOPIXOct 2026 Rebal is big and exciting. It is most exciting in the smallcaps in the $300-450mm range where the borders are for selection...
241 Views
Japan Bullishly Inflecting; Constructive Outlook Intact; Global Pullback Likely Over
The MSCI $ACWI briefly fell below our $90.50 support but quickly reclaimed, suggesting a false breakdown and the likely end to this pullback in...
615 Views