CTA Trend Picks in Taiwan, South Korea, and Japan
Trend followers are long Asian equities, but the mega-cap leaders are decelerating. If CTAs unwind, what survives? Hold strength at lower weights...
108 Views
Japanese Banks: Rotating Beneath the Surface
Japanese banks are outperforming, although dispersion is wide. There's a rotation between small/large and cheap/expensive, so we built a barbel...
125 Views
Primer: Mitsubishi UFJ Financial (MUFG) ADR (MUFG US) - Aug 2026
Dominant Market Position and Diversified Business Model: As Japan's largest financial group, MUFG commands a significant share of the domestic...
96 Views
KTX Tactical DR Picks - July 27, 2026 (Eng.)
We recommend cutting loss on MICRON80 and NET03, with holding-period returns of -6.2% and -5.3%, respectively. Meanwhile, we recommend initiating...
109 Views
Japan Regional Banks - An Uncrowded Rate Trade with a Consolidation Option
One of our basket members Aichi Financial 7389.T suspended mid trading up 4% due to the following headline: May 13 (Reuters) - Aichi Financial...
348 Views