Japan Financials: Bottoming Out?
Japan Financials have suffered a long-term decline in exposure among active Global fund managers. However, there are signs that ownership levels...
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Pair Trading Ideas - Asian Financials
Pair trades on large cap Asian financials that trade in excess of US$20m a day. These pairs trade in bands versus each other and currently offer...
327 Views
Global Fund Positioning in Japan: Underweight and Underowned
With the Nikkei 225 index breaking 30k this month, Global managers remain under-invested and underweight Japan versus the benchmark MSCI All...
304 Views
Japan Insurers – Texas, Don’t Hold ‘Em
JAPAN INSURANCE: Insurers could suffer record 1Q20 catastrophic (CAT) losses after the Texas winter storm. Most directly exposed are Sompo (~2%)...
172 Views
Pairs Trading Ideas - Asian Financials
We look at liquid and large cap pairs from the financials sector that exhibit mean-reversion and are currently trading at or near an extreme based...
629 Views