JAPAN FLOW: An ad hoc series of insights on the flows in equity markets in Japan. This one re-explores the forward dynamics between crossholders, buybacks, pensions, and foreign investors.
Boomeranged on Mon, 25 Mar 2024 01:27
Moving forward in time, we have more foreign buying, and coming up this week, we have both a large net buying event for dividend reinvestment on Wednesday (including some foreigners), then a large selldown of Nikkei 225 risk (which has to be bought by someone) as ¥550-600bn of the new names are bought (by trust banks or funds), this week's data will be interesting, but trend is there.
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