Month / October 2020
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Cyclicals set to further outperform in Japan as we enter crucial earnings week
US investors rotate towards cyclical names as long bond yields spikeLast week’s stock markets remained somewhat subdued ahead of the US presidential election which is drawing ever closer with Mr. Trump’s chances…
October 24, 2020 -
Japan earnings showing improving signs while we remain negative on techs and video game stocks
Positive earnings signs in Japan from recovering consumption and China demandIt was rather a dull week with S&P eking out a small gain after a big rebound in stocks in the previous…
October 18, 2020 -
Broader rally in US stocks looking healthier while Japan starting to dance to its own tune
US stocks rebounds but led by much healthier market breadth US stock market seems to be shrugging off the September sell-off and going back on track to its uptrend with both S&P and…
October 11, 2020 -
We remain bullish on Japan despite recent US political turmoil
Despite negative jolts, underlying Japan market sentiment remains positiveIt certainly was an eventful week for us in Japan, starting with news of the old national carrier, NTT (9432) making its wireless subsidiary,…
October 3, 2020