Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
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Japan Shorts - Covering Continues as Market Rallies
The short notional in the market for the week ended 11 October is US$28.24bn (down by US$1.25bn) with the largest short positions in Itochu Corp...
429 Views
BYD’s Game Plan: Plans to IPO Its Electronic Component Unit (ECU)
According to news from Bloomberg, BYD Co Ltd (002594 CH) is planning to put its ECU unit up for an IPO. The ECU produces power management devices,...
372 Views
EV Batteries Monthly: CVs Draw Attention; On HEVS- CATL/Bosch Teams Similar to Panasonic/Toyota
The highlights for September are as follows: Panasonic-Toyota alliance intensifies: The JV (planned in Jan this year: Panasonic Is Bonding with...
503 Views
Japan Short Interest - Huge Short Covering, but M3 Sees Big New Shorts
The short notional in the market for the week ended 4 October is US$29.49bn (down by US$3.14bn) with the largest short positions in Itochu Corp...
443 Views