Nikkei225 Dividend Futures: The Easy Gains Have Been Made
Since our last Insight, the Nikkei225 2020 dividend futures crashed along with the Nikkei 225 (NKY INDEX) but then recovered sharply as...
348 Views
Recent GPIF Moves - Rebalancing & ESG
As noted in the last insight about The GPIF's New Policy Mix (and its preceding GPIF Policy Mix Changes Ride to Global Risk Rescue), the GPIF has...
404 Views
Yaskawa – First Peek at FA Earnings Cycle Suggests Recovery but One Which Won’t Justify Valuations
Yaskawa reported results for FY02/20 last Friday kicking off the earnings season for the FA sector. With its FY ending one month earlier than other...
286 Views
🇯🇵 JAPAN • Dividends At Risk - The Serial 'Cutters'
DIVIDENDS AT RISK - As noted in our daily Results & Revisions Updates in the last few days, Japanese companies are starting to shore up their...
446 Views
Breaking Down Wild Nikkei 225 Component Moves
In the past 4 weeks we have seen substantial disruption in global markets. Total equity market cap across the world is down tens of trillions of...
329 Views