Month / September 2020
-
We retain our positive stance on Japan stocks while steering clear of technology
As external anxieties grow, Japan equities look increasingly attractiveIn the US, growing anxieties about the post-election outcome, especially in terms of handover of power should the current president be voted out, has…
September 26, 2020 -
Japan stock market hold its own while geopolitical tensions between US/China ratchets up
US stocks drift lower while Japanese market remains well supportedIt was rather a dull week with US stocks drifting lower led by FANG names, leading NASDAQ below its 50-day moving average once…
September 20, 2020 -
Japan could shine as investors shift away from tech and into cyclical/value stocks
We continue to suggesting switching from techs to cyclicalsAlthough the VIX fear gauge seems to have shown signs of stabilising and cash parked in US money market funds continue to trend lower,…
September 12, 2020 -
First signs of bursting of US tech bubble as we advise switching to cyclicals
We retain our negative stance in Japan’s tech stocks for nowIf ever there was good anecdotal evidence of gauging whether valuations of US technology stocks had entered dangerously inflated territory, it was…
September 5, 2020