SMBC Americas Holdings – Expecting 19% NPLs in USA
* Pre-COVID-19 Challenges:SMBC Americas Holdings (8316.JP) [SMBCA] had a number of challenges even prior to the impact of COVID-19, which included:...
332 Views
MUFG Americas Holdings – The Hits Just Keep On Coming
* Pre-COVID-19 Challenges:MUFG Americas Holdings (8306.JP) [MUFGA] had a number of challenges even prior to the impact of COVID-19, which included:...
343 Views
Huge Increase in Shorts on Nikkei225 & Topix ETFs
The short notional in the market for the data released 31 March is US$33.19bn (down by US$60mm excluding FX movements and ETFs) with the largest...
351 Views
Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
311 Views
Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
331 Views