Global Telcos: An Overlooked COVID Play
The spreading of COVID-19 has challenged the existence of most companies around the world. However, the share prices of communication platforms...
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Breaking Down Wild Nikkei 225 Component Moves
In the past 4 weeks we have seen substantial disruption in global markets. Total equity market cap across the world is down tens of trillions of...
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JAPAN DELTA II - Foreigners And Trust Banks a WildCard
This is the next in a series of JAPAN DELTA insights regarding historical, recent, and forward flow dynamics of Japan equities. The first in this...
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The Topix Vs. Nikkei Skew
With the BOJ announcing yesterday that it would double the upper limit of its ETF purchases to ¥12trn a year and its previous policy shift to...
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Mercari Recruits Retailers and Brands to Exploit Data & Expand Markets
Last month, Mercari Inc (4385 JP) announced a string of new initiatives to inject further momentum into its domestic CtoC business. Mercari is...
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