bullish
The Japan March-End Rebal and Dividend Trade
504 Views19 Mar 2025 21:19
The Great Dividend Reinvestment Trade of March 2025 looks like it might be "Less Great" because of Q1 cross-asset dispersion. That means Japanese stocks outperformed bonds so get sold.
What is covered in the Full Insight:
- Introduction to Japan's March Dividend Rebalance
- Dividend Trade Dynamics
- Influence of GPIF and Public Pensions
- Market Expectations and Index Flows
- Conclusions and Suggested Strategies
SUMMARY
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