What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
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The Topix Vs. Nikkei Skew
With the BOJ announcing yesterday that it would double the upper limit of its ETF purchases to ¥12trn a year and its previous policy shift to...
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StubWorld: 2019, In Charts
A double-dose of StubWorld this week, in one insight, as I summarise the performance of a basket of Holdcos year-to-date; and a quick summary of...
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Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
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Japan Shorts - Big Covering in Consumer Staples
The short notional in the market for the week ended 18 October is US$27.73bn (down by US$0.51bn) with the largest short positions in Itochu Corp...
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