Magdalena Stoklosa

Head of Asia Research, Morgan Stanley

· tracked since Jun 2026

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EWJ long 2 days ago

Win Rate 100% Long 1 Short 0

Win Rate

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Average Return +1.1% Long Return +1.1% Short Return -

Average Return

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Ticker

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Mentions

Opened

Entry

P&L

Thesis

Theme

Source

EWJ iShares ... iShares MSCI Japan ETF

Long

Jun 01

$92.96

+1.1%

Japanese equities attractive on reforms, flows.

Japanese equities are attractive due to corporate governance reform driving capital optimization, returns, and growth, which increases capital markets activity, combined with policy changes like NISA that are expected to mobilize retail savings into domestic equities, providing additional domestic flows.

Macro

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