The Nikkei 225 rebal for September is still likely to be a small affair. One ADD. One DELETE. The big capping trade for Fast Retailing is 1% away from a 6mo reprieve. There is one Very Dark Horse ADD.
What is covered in the Full Insight:
Introduction
Expected ADD and DELETE
The Dark Horse: Kokusai Electric
Additional Considerations
Conclusion and Trade Recommendations
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
Unlock all research summaries
Follow top, independent analysts
Receive personalised alerts and emails
Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.