BOJ ETF Buying Composition Clarified
Three days ago I wrote BOJ ETF Buying Update which described the impact of the BOJ buying ETFs on the underlying constituents. This morning, the...
379 Views
BOJ ETF Buying Update
The BOJ lifted its daily ETF purchase rate on 2 March to a then-record ¥100bn in response to market weakness the previous week and Monday morning...
342 Views
Breaking Down Wild Nikkei 225 Component Moves
In the past 4 weeks we have seen substantial disruption in global markets. Total equity market cap across the world is down tens of trillions of...
337 Views
Global Equity Strategy: Still Cautious Despite Oversold Conditions
Global markets are overdue for a bounce, But a host of uncertainties including are providing a significant headwind for broad developed and...
461 Views
Best Japanese Performers in the Fall....
With summer starting to wind down, we put together a screen looking at names that have historically done the best from September through the end of...
420 Views