TOPIX Rebalance: End-July Rebal Is $3.5bn One-Way - Some Big Sell Names
The July-end TOPIX rebalance is only have the size of June but that's still big. US$3.5bn a side. There are several large names and lots of names...
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Berli Jucker (BJC IJ) - Ride the Retail and Packaging Recovery
Berli Jucker remains an interesting recovery play for Thailand and Vietnam, with the potential for more retail exposure in Vietnam in the future....
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Nikkei 225 Deletions/Additions in March(?) 2022 Due to TSE Market Structure Changes
There is likely to be one Nikkei 225 Change around the end of Q1 2022. There may be more. We will know more on 11 Jan 2022 how many deletions are...
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Japanese Household Goods Pair Trade: Let The Lion Pounce As The Pigeon Lands
Unicharm Corp (8113 JP) , Pigeon and Lion are three closely related companies in the Japanese household products market. Although their core...
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Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
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