Month / April 2018

We retain our negative stance on Japan’s stock market for now, remaining focused on what is happening in the US which more or less dictates sector moves across the Pacific. As we…

We retain our negative stance on the market as we continue to see heavy head winds, especially from the US, keeping up selling pressure on momentum names that have led the bull…

Markets last week seemed calmer on the surface with easing tensions on trade. Chinese officials adopted a more conciliatory tone, advocating the country’s open market policies, and promising to further open its…

We retain our highly cautious stance towards Japan stock market for now, continuing to expect momentum names in techs, robotics, batteries and other previously popular market segments to remain under selling pressure…

We remain highly cautious of momentum stocks in Japan going into the month of April and expect more share price weakness ahead. We also suspect this fast manifesting negative feedback loop which is eroding confidence in…