2Q20 Earnings Preview: Data Analytics Point to a 28% Decline in China Revenues Due to COVID-19
Japan’s largest apparel retailer, Fast Retailing (9983 JP) has significantly expanded its presence outside of Japan over the years. It now...
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Huge Increase in Shorts on Nikkei225 & Topix ETFs
The short notional in the market for the data released 31 March is US$33.19bn (down by US$60mm excluding FX movements and ETFs) with the largest...
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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...
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Taking Stock of the Almost Excessive Alpha Generation From TOPIX-Nikkei Skew Trades
Since the 17th of March we have published several notes regarding skews in performance between names that have heavy weights in TOPIX vs. those...
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Short Selling or Ex-Div Trades?
The short notional in the market for the data released 24 March is US$29.95bn (up by US$4,628mm excluding FX movements and ETFs) with the largest...
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