Month / November 2018
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Ghosn’s arrest raises questions about Japan’s corporate governance; We expect a relief rally ahead of G20 summit
Topix continued to test its key psychological support line of ¥1600 level, but still trading above that important 200 weeks moving average line, now at Y1570 level. The Japanese stock market had grabbed much international attention…
November 25, 2018 -
Many global negative factors shift buy on dip strategies to sell on strength
Global events continued to dictate the direction of Japan’s stock markets as peaking US corporate earnings, less accommodative US monetary policy, slowing Chinese economic activity and continued concerns about the future of…
November 18, 2018 -
We view next term’s Japan corporate earnings forecasts as far too optimistic
With US stocks leading other markets, we have kept a close eye on the developments there as Japan’s corporate earnings have proved far from encouraging to expect any sort of decoupling. Thus, for this…
November 11, 2018 -
Far too early to call Japan’s market bottom
With the US president now looking to back-track on going to a trade war with China, Trump’s old playbook in making a deal in the final hour, by getting as much concessions…
November 4, 2018