Month / January 2020
-
Coronavirus: The known unknown
Caution is warranted until at least the middle of next month Just when we thought Japan’s stock market was poised for big gains, we have encountered what can be best described as…
January 26, 2020 -
Rally in stock markets likely to continue while lagging Japan remains the most attractive DM
Benign conditions to continue while weak yen supportive of Japan earnings seasonWith geopolitical tensions in the Middle East having eased somewhat and Phase One of US/China trade deal finally signed, it is…
January 18, 2020 -
Middle East tensions ease as China trade deal and coming earnings season look to push Japanese stocks higher
US/Iran tensions easing while China trade deal to be signed this weekAfter a brief sell-off at the start of the week on heightened concerns about an impending war between US and Iran,…
January 12, 2020 -
Potential US/Iran war unlikely to derail Japan stock market rally in 2020
We expect Topix to test its 1991 highs of 2000 by H1 of this yearWe start 2020 very much where we left off by the end of last year, remaining very bullish…
January 5, 2020
Loading posts...