The Big Short: All Sectors See An Increase
The short notional in the market for the data released 7 April is US$33.02bn (up by US$1,509mm excluding FX movements and ETFs) with the largest...
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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...
403 Views
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...
361 Views
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...
337 Views
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...
381 Views