Nikkei 225 Sep Annual Review Predictions - 3 In, 3 Out
The September Nikkei 225 Rebal announcement is ~ 6 weeks away. Assuming the current plans go through, I see three adds, three deletes. The adds are...
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Global Semiconductors: Consolidation, but Active Funds Remain Well Invested
Allocations in Semiconductor stocks have seen tremendous growth over the past 3 years. Whilst ownership growth has slowed, exposure remains high.
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🇯🇵 JAPAN • Results & Revisions 01/26 Nitto Denko & Disco
Our best and worst pair from Tuesday's 23 results and 17 forecasts/revisions announcements is Nitto Denko (6988 JP) and DISCO (6146 JP).
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Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
223 Views
🇯🇵 JAPAN • Results & Revisions 10/26 Nidec, Canon, OBIC, Koei Tecmo, Nitto Denko
• BEST & WORST • Our best and worst pairing from Monday's announcements is Nidec (6594 JP) and Koei Tecmo (3635...
215 Views