Weekly Macroeconomic Report (April 4th, 2025)
Japanese Equities down 9.77% vs. World -2.81% and US -5.21%. Japan Sectors: Nonferrous Metal down 20.0%, Oil & Coal Products -17.89%, Banks 22.29%
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Weekly Macroeconomic Report (April 2nd , 2025)
Japanese Equities down 6.3% vs. World -1.61% and US -2.49%. Chinese Equities almost unchanged while Korea and Taiwan down around 4.5%. Japan...
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Nikkei Volatility Update (Mar 21st – Mar 28th)
1M Implied volatility slightly up 0.49 at 22.35 as the Nikkei 225 index softens. High correlation to USDJPY is remaining elevated.
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Nikkei Dividends Update (Mar 21st – Mar 28th)
The Nikkei 225 dividend curve unchanged over the week Thin volumes mostly in 2025 and 2016 dividend futures. Nikkei 225 dividend yield is...
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Japan Equity Indices Vs. TOPIX Ratios
The Nikkei 225/TOPIX ratio is underperforming due to the rally in banks and insurance stocks. The TPNBNK/TOPIX ratio has returned to its 2013 level.
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