Primer: Mitsubishi UFJ Financial (MUFG) (8306 JP) - Sep 2025
Dominant Market Position with Global Reach: MUFG is Japan's largest financial group and a significant global player, with a diversified...
198 Views
TSE Action to Implement Management Conscious of Capital Cost and Stock Price - The Data Tool
The TSE's announcement which some called a "name-and-shame" list for Actions to Implement Management Awareness of Cost of Capital and Stock Price...
827 Views
"Lockout Rally" Underway; Downgrading China to Market Weight; Weak U.S. Dollar Is Risk-On Signal
"Lockout Rally" Underway $ACWI; Downgrading China $MCHI $FXI to Market Weight; U.S. Dollar (DXY) Providing Significant Risk-On Signal. Remain...
29 Views
[Japan Buybacks] - Japan Bank Metrics, Cross-Holdings and Banks Part 1
This is the first of several episodes regarding Japanese Banks. I want to make the size palatable and offer base data and framework with which to...
790 Views
Best Outright and Pair Trades for an Ishiba-Led LDP
How to position in Japanese equities after the surprise win by Shigeru Ishiba over Sanae Takaichi in Friday's LDP election.
609 Views