🇯🇵 JAPAN • Revisions & Results 23rd April - "Getting Worse Rapidly" + OBICs, TGas, Canon, Omron
"GETTING WORSE RAPIDLY" - According to Japan's Cabinet Office in language that has not been used since May 2009, "the Japanese economy is getting...
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Big Short Covering in Consumer Staples
The short notional in the market for the data released 21 April is US$33.19bn (down by US$351mm excluding FX movements and ETFs) with the largest...
345 Views
Ricoh's BIG Buyback Potential - The Timing Is Right
On the 27th of March, Ricoh Co Ltd (7752 JP) held an Investors Meeting. There was discussion of how the company had gone through the pain of...
641 Views
Market Goes Short Industrials; Covers Consumer Discretionary and Consumer Staples Names
The short notional in the market for the data released 14 April is US$34.07bn (up by US$78mm excluding FX movements and ETFs) with the largest...
406 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...
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