Month / March 2019
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Our weekly reaches its one year anniversary; We look back at events of last 12 month
We have reached the one-year anniversary of this publication, a small milestone which marks twelve months of very eventful period characterised predominantly by geopolitical upheaval which had spilt into the real global…
March 31, 2019 -
US yield-curve inversion makes us more cautious as trade talks could drag on
We are starting to see real signs appearing that the US stock market’s bounce from its December lows is looking exhausted and share prices are looking poised for a notable correction from…
March 24, 2019 -
We retain our bullish stance on semiconductors and robotics stocks
US stocks staged a strong rebound, led by technology segments as we had been anticipating. S&P finished last week posting another 2019 high, rising 20% from its December lows. Meanwhile, Japanese stocks…
March 16, 2019 -
Exponential data traffic growth keeps us very positive about recovery prospects in semiconductors
As always, the US stock market led the direction for Japanese stocks. However, this time, and for the first time this year, US stocks showed a notable correction with tech stocks and…
March 10, 2019 -
Geopolitical uncertainties to dominate market sentiment
Japanese stock market continued to edge higher last week, as usual taking its cue from US shares which have retained their upward trend. Topix closed the week above its 100-day moving average…
March 2, 2019