Breaking Down Wild Nikkei 225 Component Moves
In the past 4 weeks we have seen substantial disruption in global markets. Total equity market cap across the world is down tens of trillions of...
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What Do You Buy if the Softbank Mega-Buyback Drives a Nikkei Squeeze?
Softbank stock ended up locked limit up towards the end of the trading day after the company announced a massive ¥4.5trn in asset...
484 Views
SanyoChem / NipponShokubai Merger Announced - OK-Not-Great Ratio but Synergies+Accretion
On Friday 29 November 2019, Sanyo Chemical Industries (4471 JP) and Nippon Shokubai (4114 JP) announced (Japanese, English) the result of their...
545 Views
Mitsubishi Corp Buyback - Bigger Than It Appears
Today, along with an earnings announcement and a plan to inject significant capital into Chiyoda Corp (6366 JP) (which on Tuesday announced a...
795 Views
Asian Alpha Hedge Fund (AAHF): INTRODUCTION
Asian Alpha Hedge Fund (AAHF) returned 32% in the first quarter of 2025. The fund outperformed the MSCI All Country Asia Pacific index by 28%. ...
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