AmpGFX - ECB and BoJ Policy Easing Paths Diverge
The ECB delivered a comprehensive set of further policy easing measures. But it eschewed the concept of a tiered rate policy, in contrast to the...
380 Views
MS-Japan Index Earning Revision (Mar): Shimizu, Kioxia, Mitsui &, Mitsubishi, Nissan Motor, Eneos
We analyzed MS-Japan's consensus for Mar 2026 and highlighted changes of EPS in Shimizu, Kioxia, Mitsui &, Mitsubishi, Nissan Motor, Eneos, Honda...
227 Views
JPX Margin Trading Weekly (Mar 27th): Fujikura, SoftBank, Sanrio, West Japan Railway Company
We analyzed JPX margin trading positions report for the past week and highlighted Fujikura (5803 JP), SoftBank (9984 JP), Sanrio (8136 JP), West...
233 Views
Low returns in Japan can not afford impending recession
As Japan enters recession with -1.2% annualized GDP growth in 2Q15 (from +4.5% in first quarter) we need to consider how banks can ill-afford...
405 Views
JAPAN: GPIF & Three Public Pensions - Not Done Buying Stocks & Foreign Assets
(19 July 2015) - Last week the GPIF reported its Fiscal 2014 (year to end-March 2015) investment results, asset, and manager allocations. The...
776 Views