Month / February 2019
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More dovish Fed and positive trade talks leave us hopeful of further gains in US stocks, also helping Japanese shares
As noted in our last Weekly Thoughts publication, Topix was looking to break that psychological ¥1600 level which it did at the start of last week, now leaving the next key resistance…
February 23, 2019 -
Japan stocks nicely absorb earnings downgrades while S&P breaks out above key resistance level
Japan’s stock market has nicely absorbed much of the downward revisions in earnings for this season as investors remain glued to the direction of the US market which continues to dictate the…
February 17, 2019 -
We retain our positive technology stocks bias while geopolitical uncertainties remain strong headwind
Having briefly broken above its 50 day moving average as we had hoped, the rally in Topix stalled as US stocks came under selling pressure in the latter half of last week,…
February 10, 2019 -
Japanese stocks stall as investors digest the sudden demand pull
Although US market rally looks to be broadening, Japan’s stock market stalled somewhat as generally weaker earnings provided some headwinds in the short term as investors struggled to digest the sudden demand…
February 3, 2019