Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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Drugs Evolving Into 'Biological Software' to Boost Moribund Pharma Sector?
The global pharma and biotech sector has underperformed by about four points this year, and five over three years – the divergence with other...
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Daiichi Sankyo (4568) - DS-8201 Moves to Phase 2 for Gastric Cancer
Last week, Daiichi Sankyo (4568 JP) announced that its highly promising anti-cancer drug, DS-8201, has a second pivotal trial, this time moving to...
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Names Potentially Well Positioned to Beat Year-End Estimates
With a good portion of Japanese companies having already announced 1H results, we looked at the names that are well positioned for the second half....
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