JAPAN PASSIVE: Who Owns What?
The insight JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 of a few days ago was a piece about the BOJ's impact on the Nikkei 225. The BOJ...
2.2k Views
JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
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Yaskawa: Visit Reaffirms LT Potential but It's Too Early to Invest, Semi Capex Readthrough Poor
We visited Yaskawa Electric Corp (6506 JP) today and spent some time discussing current conditions. The main focus was on orders from China and...
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JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225
The last couple of weeks have seen stories carried in the media about the impact of the BOJ in its equity index ETF buying program. Some of these...
1.8k Views
A Semiconductor Downturn's Coming, But How Bad Will It Be?
During June three important semiconductor forecasts were released. While one predicts growth through 2019, the other two agree that a downturn is...
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