More Covering on Consumer Staples and Discretionary
The short notional in the market for the data released 28 April is US$33.44bn (down by US$62mm excluding FX movements and ETFs) with the largest...
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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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🇯🇵 JAPAN MARKET (& COVID-19) UPDATE 19th April - Overshoot
MARKING TIME - Japanse equities were becalmed last week, rising by 0.84%, while the Yen traded at 107 all week. The Bank of Japan bought ETFs on...
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🇯🇵 JAPAN • Revisions & Results 13th April - A Clearer Vision
A CLEARER VISION - Softbank last made an earnings forecast in December 2010; however, the startling losses at the Vision Fund have prompted them to...
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