There could be 3 changes for the Nikkei225 in March, Fast Retailing avoids capping (for now), passives will buy Nitori as part of the 2-step inclusion, there is a lot to sell for the funding trade.
Boomeranged on Wed, 14 Feb 2024 06:05
The stocks have moved a fair bit in the last couple of weeks. The expected deletes are getting sold while the potential adds have moved higher. The market seems to be pricing in a higher probability of Zozo being added as compared to Ryohin Keikaku. Baycurrent Consulting is a delete from a global index at month-end and that could provide liquidity for a potential NKY inclusion in the future.
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