Nikkei 225 Sep Annual Review Predictions - 3 In, 3 Out
The September Nikkei 225 Rebal announcement is ~ 6 weeks away. Assuming the current plans go through, I see three adds, three deletes. The adds are...
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Nikkei225 Index Rebalance Preview: Perennial Favourites Could Be In
Nintendo could be included in the NKY at the upcoming rebalance though the impact will not be very large. The new methodology could also result in...
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Asia Short Interest: Cathay, PSBC, BYD, CNOOC, Bandai Namco, Anritsu, Celltrion, HLB, Fitipower
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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The Delayed TOPIX FFW Rebalance: $32bn To Trade
The Big Annual TOPIX FFW Rebalance of October 2020 was delayed until January. The results were not terribly surprising. Nevertheless, it is a big...
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2021 High Conviction – Sony’s Year of the PS5
Sony is a key name investors should be focusing on in 2021 as we believe the company has outlined an excellent path to ensuring PS5 dominance and...
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