BOJ ETF Buying Composition Clarified
Three days ago I wrote BOJ ETF Buying Update which described the impact of the BOJ buying ETFs on the underlying constituents. This morning, the...
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BOJ ETF Buying Update
The BOJ lifted its daily ETF purchase rate on 2 March to a then-record ¥100bn in response to market weakness the previous week and Monday morning...
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Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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Huge Increase in Shorts on Nikkei225 & Topix ETFs
The short notional in the market for the data released 31 March is US$33.19bn (down by US$60mm excluding FX movements and ETFs) with the largest...
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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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