JPX-Nikkei 400 Rebal Aug 2024 - 44 IN, 41 OUT, ¥500bn of Capping, Just Under ¥1trn to Trade
The JPX Nikkei 400 annual index rebal is upon us. Janaghan's predictions were good at the higher conviction levels. This is OK size (nearly ¥1trln...
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Japan Screen | Nikkei Dividend Stocks
The Nikkei recently launched two dividend indices. We carry out a quick and simple screen of the index constituents to find the best dividend...
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🇯🇵 JAPAN - Stress Tests Part 3 - Inventory, Fixed Asset & Free Cash Flows
FROM OPERATING TO FINANCING CASH FLOWS - Having examined Operating Cash Flow in our previous Insight, we shall look into the 'stressors' between...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
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