Japan - Passive Selling in a Few Weeks & Shorts Build Up
There are a bunch of stocks in Japan that could be sold by passive global investors in August. Shorts have increased on nearly all stocks and the...
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Japan - Yet Another Big Round of Passive Selling Expected in August
There are a bunch of stocks in Japan that could be sold by passive global investors in August. Shorts have increased on all stocks and the extent...
398 Views
2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 4
In light of a weaker US and Japanese economy and a stronger Yen, sector allocation is crucial for Japanese portfolios this year. Certain sectors...
443 Views
ECM Weekly (10th Apr 2023) - Rakuten Bank, Merdeka Battery, ZJLD, Socionext, Trial Holdings
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
525 Views
ECM Weekly (2nd Apr 2023) - Meituan, Rakuten Bank, SBI, Merdeka, ZJLD, Trial Hol, DPC, WCP, MLT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
504 Views