A Kinki Osaka Ménage à Trois Revisited
In late February this year, there were various news headlines suggesting Sumitomo Mitsui Financial Group (8316 JP) and Resona Holdings Inc (8308...
441 Views
JPX Nikkei 400 Rebalance Announced
The JPX-Nikkei 400 Index was announced in mid 2013 as an effort between the JPX and Nikkei (with the Nikkei newspaper and others suggesting...
566 Views
Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
742 Views
Pocket Card (8519) - Major Holders To Shuffle Positions and Squeeze Out Minorities
After the close Thursday August 3rd, Japan trading house Itochu Corp (8001 JP) and its equity affiliate in the convenience store space FamilyMart...
529 Views
JAPAN PASSIVE: The BOJ and Japan ETFs
Just under a year ago I wrote a piece about the BOJ's ownership of Japan ETFs called JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See...
550 Views