Month / May 2018

In last week’s issue, we expressed our surprise that despite brewing economic turmoil in emerging markets and Europe, the yen had failed to strengthen in line with our expectations, raising questions about…

We see some interesting sectoral moves taking place in Japan’s stock market leadership which could prove pivotal to outperforming Topix for the rest of this year.  Market mood seems generally more calmer…

We have seen a gradual improvement in market sentiment last week, particularly in the US which has been leading the direction in global markets. Market participants were seemingly looking for more reasons to buy stocks than…

We are keeping a very close eye on macro-economic and geopolitical developments in the US as leading factors in influencing Japan’s stock market direction. Indeed, the easy money era in the US…