Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
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Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (15 June 2026)
​Discover 22 pair trade opportunities across six markets and nine sectors using statistical mean-reversion methodology for actionable insights.
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Relative Value Opportunities in Japan (15 June 2026)
​Discover five pair trade opportunities across two sectors using statistical mean-reversion methodology for actionable insights.
106 Views
Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
446 Views
The BoJ's ETF Purchases: Limited Impact on Real Economy, but Not Devoid of Consequences for Equities
The Bank of Japan (BoJ) has become the largest single holder of exchange traded funds (ETFs), but their recent decision to commence an ETF lending...
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