Last Week in Event SPACE: Fast Retailing, Samsung, Yakult, JCNC, CCASS
Last week, a compendium piece on potential changes to the Nikkei 225, setting the stage for a big short in Fast Retailing Co Ltd (9983 JP); a...
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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...
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Last Week in Event SPACE - Fast Retailing, Hyundai Heavy, Japan Display, Qualcomm, Intouch
Last week, Fast Retailing Co Ltd (9983 JP) may be materially impacted should the BOJ revamp its purchase programs; a decent arb return in Hyundai...
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Japan Style Analysis - Growth and Not Value Names Are Outperforming....
While it is well known that Value has historically driven the Japanese market, that has not been the case over the last couple of years. In fact,...
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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...
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