Growing Worries of China's Private Entrepreneurs
It has been noted that private sector investment in China has been weakening, but less commented upon is the massive increase in state-sector...
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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...
324 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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When Merger Arb Plays Big: Hutchinson Technology & TDK
When Japanese companies make a bid for US firms, lights start flashing on merger arb desks, because Japanese firms are usually the most reliable...
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