JAPAN DELTA V - MOAR Meaningful March-End Div Trade Data
As discussed in JAPAN DELTA III - The Annual TOPIX Dividend Trade, the absolute returns on these days show significant divergence around the...
Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
JAPAN DELTA I - The BOJ Ups ETF Buying
Enhancement of Monetary Easing in Light of the Impact of the Outbreak of the Novel Coronavirus (COVID-19) Global financial and capital markets...
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