Month / July 2018

Much of last week’s excitement came from our market in Japan as speculation grew that BOJ could change the nuance in its policy wording, tolerating lower inflation rates and start the process of…

The US market which continues to lead Japan staged a relief rally as we had been anticipating as earlier hopes of avoiding a trade war with China and expectations for a strong earnings…

With indications that the US is willing to engage in trade talks with China shortly after threats of more tariffs by the US president, the market has staged relief rally as investors…

The markets ended the week on a more positive tone, hoping that China refrains from imposing tariffs on US goods and cooler heads will prevail. Although China did introduce its own import duties in…

With Topix having approached near the bottom of this year’s trading range, there were some support appearing despite the foreign selling as tech stocks which we have been very negative on saw some buying…