Global Equity Strategy: Health Care Hitting On All Cylinders - Overweight
Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the...
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The BIG BUY of Z
18 months ago, Altaba Inc (AABA US) announced it would start selling down its 2bn shares-plus of Yahoo Japan - as of two days ago renamed Z...
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Japan Short Interest - Feels like a Squeeze; Softbank Corp Most Shorted
The short notional in the market for the week ended 6 September is US$25.47bn with the largest short positions in Itochu Corp (8001 JP), Toyota...
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JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
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JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225
The last couple of weeks have seen stories carried in the media about the impact of the BOJ in its equity index ETF buying program. Some of these...
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