An MBO for Toshiba? Not As Silly As It Sounds
After the news that at long last, with "all of Japan rooting for it to return to the First Section of the TSE" because of its status as Japanese...
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JAPAN DELTA V - MOAR Meaningful March-End Div Trade Data
As discussed in JAPAN DELTA III - The Annual TOPIX Dividend Trade, the absolute returns on these days show significant divergence around the...
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JAPAN DELTA IV - Is The GPIF In Buying?
The GPIF is the world's largest pension fund at what was $1.6 trillion-plus at the end of December 2019. The management of the GPIF has made...
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Hitachi Chem Tender Launch Will Make Arbs Happy
In early December, Hitachi Ltd (6501 JP) and Showa Denko K K (4004 JP) offered a press release to say that the two had agreed on exclusive...
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Coronavirus QE, the BOJ, and ETF Buying
After the worst week in US equity markets in a long time, with sharply rising equity volatility causing risk parity funds and their ilk to shed...
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