JPX Margin Trading Weekly (Aug 21st): Kioxia, Mitsubishi UFJ Financial, Taiyo Yuden, Lasertec
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Mitsubishi UFJ Financial (8306 JP), Taiyo Yuden...
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2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 4
In light of a weaker US and Japanese economy and a stronger Yen, sector allocation is crucial for Japanese portfolios this year. Certain sectors...
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CrossASEAN Ground Zero - BYD in Indonesia, Grab's Digibank Commitments, and Home Credit Indonesia
CrossASEAN Ground Zero is a new thematic weekly product that focuses on key Southeast Asian digital themes and technology trends with a core focus...
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Keep Buying the Japanese Yen
Bank of Japan inaction is only delaying the inevitable with it only being a matter of time before the JPY strengthens as a result of normalised...
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WEEKLY Tactical Recap: Samsung Electronics, SK Hynix, Nikkei 225, CATL, Tokyo Electron, Gold, Oil
Weekly Global Macro Tactical Recap: our models tracks trends across asset classes to highlight overbought/oversold market conditions across Asian...
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