Topix FFW Transition - Insurance Sector a Big Net Sell
TOPIX FFW Rebalance disfavours the insurance sector as 1.55% of float is a net sell over three months. The intra-sector flows favor Japan Post...
573 Views
Japan Financials: Bottoming Out?
Japan Financials have suffered a long-term decline in exposure among active Global fund managers. However, there are signs that ownership levels...
363 Views
Pair Trading Ideas - Asian Financials
Pair trades on large cap Asian financials that trade in excess of US$20m a day. These pairs trade in bands versus each other and currently offer...
422 Views
Global Fund Positioning in Japan:Â Underweight and Underowned
With the Nikkei 225 index breaking 30k this month, Global managers remain under-invested and underweight Japan versus the benchmark MSCI All...
388 Views
Japan Insurers â Texas, Donât Hold âEm
JAPAN INSURANCE: Insurers could suffer record 1Q20 catastrophic (CAT) losses after the Texas winter storm. Most directly exposed are Sompo (~2%)...
280 Views