Month / December 2020
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In 2021, this year’s sector leaders should hugely under-perform the market
Despite bleak short-term outlook, end of pandemic is in sightWe go into 2021 similarly optimistic about Japanese stock market as we were this time last year. We obviously had no idea what…
December 26, 2020 -
US politics dampen sentiment but our bullish stance on Japan stocks remains intact
Politics clouding the market outlook US politics has regained centre stage as policy makers have yet again failed to agree on extending the Covid relief spending programs while the recovery in the US…
December 13, 2020
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