Month / June 2019

Japan’s stock market continued to trend sideways as concerns about weaker global corporate earnings outlook continue to weigh on share prices. With looming trade war between US and China clearly spilling over…

As has been the case for much of last year and thus far in 2019, external issues dominate what happens to Japan’s stock market, leaving us mainly focused on US trade and…

The current geopolitical disruptions that corporate and indeed money managers have to grapple with leave little room for short-term optimism. Indeed, looking at Japanese firms in isolation, especially from the bottom up…