Month / August 2018
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Markets braced for another round of US tariff hikes
Japan’s stock market has quietened down over the late summer weeks, having passed the earnings season which had been dominating stock moves. However, calmer markets overseas and the yen’s recent bounce above its…
August 26, 2018 -
We retain our negative stance on tech names and explore some of our short ideas
The Japanese market continued to correct with Topix reaching near the bottom of its trading range for much of this year, as concerns about the peaking tech cycle, jitters about Chinese mobile…
August 19, 2018 -
With geopolitical tensions on the rise we retain our cautious stance on Japan
Although earnings results were a dominant driver in share prices for much of last week, Turkey’s growing economic turmoil which had spilt over to other EMs, eventually led to a global sell-off…
August 12, 2018 -
Earnings outlook more cloudy for the next few quarters, keeping us cautious
The Japanese stock market has regained its status as world’s second largest as Chinese shares continues to come under selling pressure over worries over a trade war with the US. This could help our market attract…
August 5, 2018