Nisshin Steel - JFTC Finally Approves so Deal On!
The Japan Fair Trade Commission announced (E, J (note the English content is a statement, the Japanese content is the whole presentation) today...
239 Views
USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
3.9k Views
JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See an April2000-Style Nikkei 225 Rebal?
The BOJ Buys ETFs.It has a program which was running at ¥3 trillion (roughly US$30bn) a year for "regular" equity index ETF purchases, and an...
404 Views
JAPAN FLOW I: The BOJ's New ETF Buying
Last Thursday, the BOJ announced the results of its Monetary Policy Committee meeting for July. It was a "late" announcement, coming at 12:45, and...
412 Views
Nisshin Steel - Post-Deal "Back End" Cheap Again
I last wrote on the Nisshin Steel (5413 JP) - Nippon Steel & SumiMetals (5401 JP) breakeven price ratio dip after the close of July 7. That...
369 Views