TOPIX Inclusion Trade Summary: July 2020
In June 2020, we saw some interesting TSE1 Approval announcements including names like Tsuzuki Denki (8157 JP) and Mixi Inc (2121 JP) which enjoyed...
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Toshiba Vs. Effisimo - Much Ado About Nothing?
As we approach the Friday showdown between Toshiba management and its more vocal shareholders, we question whether a change in board members would...
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Forensic Accounting | High Risk Companies in Developed Asia - Update 1.0
This is a follow-on insight from our original insight A Forensic Analysis Tool for Detecting Accounting Red Flags: Focus on Developed Asia. This...
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Asia Short Interest Weekly: JD, Netease, CSPC, Alibaba, Meituan, Tencent, Fanuc, Mitsubishi, Toshiba
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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