Japan Banks - Trading Gains and Cross-Shareholding Vary Widely Among Megabanks and Regionals
We look at how important or unimportant core banking income is to 50 banks in Japan, to better understand where divesting cross shareholding can be...
645 Views
MSCI ACWI, MSCI EM Still Above Supports; Buys in Global Value - Financials and Communications
MSCI $ACWI, MSCI EM $EEM Still Above Supports at $90.50-$91.50 and $37, though being tested today. Meanwhile, broken indexes (EURO $STOXX 50,...
630 Views
Overweight Value Within Global Ex-U.S. Equities; DXY Below $105.70; Buys in Global Value
We're constructive on global equities as long as $ACWI is above $93 support, however, the 10-year Treasury yield $TNX is breaking above 4.35%...
663 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...
414 Views
Global Fund Positioning in Japan: 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...
441 Views