Japan Shorts - Big Covering in Consumer Staples
The short notional in the market for the week ended 18 October is US$27.73bn (down by US$0.51bn) with the largest short positions in Itochu Corp...
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Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
407 Views
Japan Shorts - Covering Continues as Market Rallies
The short notional in the market for the week ended 11 October is US$28.24bn (down by US$1.25bn) with the largest short positions in Itochu Corp...
419 Views
BYD’s Game Plan: Plans to IPO Its Electronic Component Unit (ECU)
According to news from Bloomberg, BYD Co Ltd (002594 CH) is planning to put its ECU unit up for an IPO. The ECU produces power management devices,...
365 Views
EV Batteries Monthly: CVs Draw Attention; On HEVS- CATL/Bosch Teams Similar to Panasonic/Toyota
The highlights for September are as follows: Panasonic-Toyota alliance intensifies: The JV (planned in Jan this year: Panasonic Is Bonding with...
481 Views