Global Metals and Mining:Â Reluctantly Grinding Higher
Metals and Mining stock exposure among active Global funds is at a 7-year high. Average weights hit a new multi-year peak of 1.64%, with cash...
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Shibaura Electronics (6590 JP) – Takeover Battle: Minebea Certainty Vs. YAGEO Premium
​Shibaura Electronics faces a takeover battle between MinebeaMitsumi and YAGEO, with investors weighing uncertainty versus certainty in bid prices.
331 Views
Japan - Small Caps and Micro Caps With High Short Interest Free Fall
The short notional in the market for the data released 3 March is US$24.60bn (up by US$388mm excluding FX movements) with the largest short...
503 Views
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...
502 Views
Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
590 Views