Goldman Sachs SELL

Japan Portfolio Strategy Trigger warnings Lessons from the July August 2024 sell off

Jul 27, 202627 pages页

From the report报告摘录Extreme Positioning Vulnerability: Japanese equity positioning at 98th percentile (gross/net), with HF allocations near 99th percentile, heightening correction risk amid current TOPIX +37% (vs 2024) and AI-driven…

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