Japan - Short Interest Rises Led By NTT, Tokyo Electron, M3 and Shiseido
The short notional in the market for the week ended 13 December is US$27.58bn (up by US$1.74bn) with the largest short positions in Itochu Corp...
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Japanese Banks – The SoftBank Credit Market Death Star
* SoftBank Group (SoftBank) is a Death Star for credit markets, having greater than USD 250 bn in debt, commitments, and lease obligations. *...
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Deutsche Bank - When Will This Old Nag Be Put Down?
*Delays and inefficiency in restructuring execution.* Inability to meet strategic targets will have an adverse impact.* Continued deterioration in...
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Risks In Leveraged Lending Skyrocketing - Watch For The Big Offload
The sell-off in 2H18 credit markets was widespread due to global slowdown fears and nearly culminated with Jefferies (JEF) in a Lehman-style event....
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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