Japan Convenience Store Pair Trade: Long Lawson/Short Seven & I
Japan’s convenience stores outperformed the Topix index by over 10 percentage points during the COVID-19 led equity sell off in March 2020. Over...
531 Views
After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
400 Views
Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
591 Views
🇯🇵 JAPAN • Revisions & Results 9th April - Communication Breakdown
CATCHING UP - As Japan's COVID-19 curve catches up with the global trendline and Tokyo reported a record number of 181 new confirmed cases, the...
502 Views
Short Selling or Ex-Div Trades?
The short notional in the market for the data released 24 March is US$29.95bn (up by US$4,628mm excluding FX movements and ETFs) with the largest...
547 Views