Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
469 Views
The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
1.6k Views
Drugs Evolving Into 'Biological Software' to Boost Moribund Pharma Sector?
The global pharma and biotech sector has underperformed by about four points this year, and five over three years – the divergence with other...
227 Views
Daiichi Sankyo (4568) - DS-8201 Moves to Phase 2 for Gastric Cancer
Last week, Daiichi Sankyo (4568 JP) announced that its highly promising anti-cancer drug, DS-8201, has a second pivotal trial, this time moving to...
212 Views
Names Potentially Well Positioned to Beat Year-End Estimates
With a good portion of Japanese companies having already announced 1H results, we looked at the names that are well positioned for the second half....
502 Views