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Nikkei 225 Index Rebalance: Mercari, Lasertec, Nitori IN; Nippon Glass, Mitsui E&S, Matsui Sec OUT
1.1k Views04 Sep 2023 07:48
The Nikkei225 September rebalance is mostly on expected lines. Nitori will have a 2-step inclusion and Fast Retailing will not be capped. There is a huge funding trade with outflows on index members.
Boomeranged on Sun, 24 Sep 2023 22:13
The adds are broadly flat since announcement of the changes. The deletes are higher and short interest has continued to increase. The stocks with the largest funding outflows are lower and have underperformed the other stocks and the index. There could be big moves this week ahead of implementation.
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