bullish

Ohayo Japan | Will the Rotation to Small Caps Continue?

262 Views22 Jul 2024 05:01
​Stock market indices as investors sell tech and rotate to small caps; yen short positions decrease after intervention; & activist fund buys stake in Teijin.
What is covered in the Full Insight:
  • US Market Performance
  • Yen and Speculative Positioning
  • Inbound Tourism in Japan
  • Defense Production Delays
  • Corporate and Investment Activities
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Mark Chadwick
Japan Specialist
JapanEquitiesESG
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