Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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KDDI Continues to Boost Shareholder Returns
KDDI (9433 JP) reported a solid 3Q17/18 result which was somewhat lost in the news that the well regarded CEO Tanaka would stand down (to become...
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NTT DoCoMo 3Q17/18 Results Were Solid. No Comment (Yet) On Rakuten Entry
NTT Docomo (9437 JP) posted 3Q results ahead of NSR and consensus forecasts, underscoring comments made in December that it was on track to beat...
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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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Philippine Telcos: Third Entrant Noise to Persist
When we last wrote about the Philippines, Iain Johnston was hopeful for an improved telecom market in the Philippines with optimism over improving...
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