Nikkei 225 Index Rebalance Preview (Sep 2026): Potential Adds, Deletes, Capping & Other Changes
We forecast 3 changes for the NKY in Sep and highlight potential changes. The introduction of a new sector and a new rule changes things a bit and...
467 Views
MS-Japan Index Earning Revision (Jun): Nissan Motor, Sony Financial, Mitsui Mining & Smelting, Orix
We analyzed MS-Japan's consensus for Jun 2026 and highlighted changes of EPS in Nissan Motor, Sony Financial, Mitsui Mining & Smelting, Resonac,...
133 Views
MS-Japan June 2026 Rebalance: Post-Implementation Review
MSCI Japan June 2026 rebalance has passed the first post-implementation week. We review what worked, what did not, and how current results compare...
154 Views
Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
1.5k Views
MS-Japan Index Earning Revision (May): Mitsubishi, Takeda Pharmaceutical, Mitsubishi UFJ Financial
We analyzed MS-Japan's consensus for May 2026 and highlighted changes of EPS in Mitsubishi, Takeda Pharmaceutical, Mitsubishi UFJ Financial, Orix,...
134 Views