TOPIX Big April Basket 23: 100% Hit Rate for High Conviction Basket; Focus on Surprises Next
There could be around US$450mn of flows and an average of 12 days of ADV to buy for the 13 names which I identify as "surprise" names. I expect...
Fuji Oil In Itochu's Industry Consolidation Plans?
Last week, the Nihon Keizai Shimbun reported that the US private equity firm Carlyle Group intends to invest over ¥1.0 trillion in Japan over the...
Carlyle Targets Japan for ¥1trn in Investment – Looking at Potential Candidates
The Carlyle Group has been getting more enthusiastic about investing in Japan and the Nikkei reported yesterday that the PE firm intended to...
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