JAPAN DELTA VI - Dividend Delay Risk In The Time of Coronavirus?
The JPX yesterday made a brief release, only in Japanese, warning about the effect of coronavirus on dividends. It was not tongue in cheek. It has...
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Short Selling or Ex-Div Trades?
The short notional in the market for the data released 24 March is US$29.95bn (up by US$4,628mm excluding FX movements and ETFs) with the largest...
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JAPAN DELTA V - MOAR Meaningful March-End Div Trade Data
As discussed in JAPAN DELTA III - The Annual TOPIX Dividend Trade, the absolute returns on these days show significant divergence around the...
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Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
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🇯🇵 JAPAN MARKET UPDATE • Hit the BoJ Bid and Wait for the Absolute Value Opportunity
TAKE PROFITS - Japanese equities, as measured by the TOPIX Index, rose by 1.7% over the last week in Yen terms and fell by only 0.86% in US...
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