JAPAN FLOW IV: Foreign Flows Matter, & They Have Clear Cycles
This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:This...
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Dah Sing Financial: Banks Behaving Badly
In the ongoing saga which is Dah Sing Financial Holdings (440 HK), most of the transaction-relevant information is out there. The vote is next...
393 Views
JAPAN FLOW III: The Mechanics of BOJ Buying
This is the latest in a series of JAPAN FLOW regarding recent and forward flow dynamics of Japan equities.The first two are: JAPAN FLOW I: The...
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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...
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Dah Sing Financial: Circular Released
As discussed in Dah Sing: Holdco Still Cheap, Circular Despatch Event Imminent just two trading days ago, the Circular concerning the Disposal of...
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