Adding Stock Exposure to Our Nikkei Long from 21k
Chartonics Sunday 25 February 2018Names to add in JapanWe are long the Nikkei from 21k at the recent lows to the tune of 350 basis points and...
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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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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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Increasingly Positive on Robots and Inverters, Hoping for a Servomotor Hiccup to Buy on a Dip
We visited Yaskawa last week to find the company in healthy spirits and with a strong outlook for next year. We have been concerned since the end...
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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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