Month / June 2018

As expected investors’ focus has shifted back to more economically relevant matters like trade friction as the Japanese stocks treading very cautiously with key momentum growth names of last year in tech and automation segments being…

As underlined last week, the North Korean peace talks looked nothing but a brief distraction from deeper concerns brewing about the rising trade barriers, the future of the US in G7 and NATO, not to mention, global tightening of…

As we pointed out last week, the coming North Korean peace talks, planned here where we are in Singapore, seem more of a distraction to ongoing concerns about a potential trade war which is far more consequential…

With much of the action being dictated from outside of Japan we keep a very close eye on events overseas. US stock markets seem to have calmed again as we go through another relief…