Month / August 2019
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Japanese stocks look promising as overseas investors now underweight
Tug of war between bulls and bears continuesRisk off, risk on and the cycle of daily presidential tweets continue to keep markets on their toes. With another round of US imposed tariffs…
August 31, 2019 -
China leaves room for compromise on trade while we turn less bearish on Japan
Trade war escalates as we pas the tipping point for a compromiseThis weekly is a day late mainly because we wanted to see if there are any other issues worth addressing after…
August 25, 2019 -
Pressure mounts on Fed to ease while stronger yen provides more headwinds for cyclicals
US stocks hold their own in a volatile weekHaving digested trade-related anxieties and growing concerns about a global recession, S&P basically traded sideways despite a volatile intra-week market with US 10 year…
August 18, 2019 -
Japanese stocks feel the full impact of trade wars as v-shaped earnings recovery in 2020 looks unlikely
Alarm bells are all ringing as outlook worsensThe US stocks market participants seem to be finally coming to a realisation that indeed, all is not well. Although the domestic economy remains fairly…
August 11, 2019 -
Yen looks set to appreciate as BOJ’s easing options look exhausted
All eyes on the strengthening yen as BOJ’s options are all but exhaustedTrade conflicts have once again given an otherwise, bullish US stock market another jolt and as usual, has taken Japan…
August 4, 2019