Japan Market Monitor_ Re-balancing sector and thematic indices

12 January 2025 | 6:19PM JST Japan Market Monitor: Re-balancing sector and thematic indices In this week's Japan Market Monitor, we discuss the re-balancing of our Japan Market Monitor indices. Over the end-of-year break, we have re-balanced our equal-weighted sector and thematic indices, and also added 2 new thematic indices: 1) AI Beneficiaries; and 2) Defense. Due to 6M adtvs falling below our US$20mn threshold for some names since the last re-balance, we have removed 30 stocks from our universe (Exhibit ...