Month / February 2021
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Higher rates looking good for Japan as Covid’s end looks near but what of techs?
Higher rates come with high fund inflows into equities, even Japan’s Although spiking long-term rates in the US have jolted markets, from our perspective it has mainly impacted sector allocations rather than…
February 27, 2021 -
Japan stocks shine while we still see Topix outperforming Nikkei
Japan back in vogue as Nikkei breaches above 30,000This week, we will focus mainly on our own market of Japan equities as Nikkei’s breach above 30,000 level for the first time since…
February 21, 2021 -
Despite easing concerns about Covid, inflating asset values becoming a major worry
Animal spirits in full flow but AUM in money market funds have stopped fallingUS stocks continued to rally as market’s animal spirits were in full flow and as retail investors ploughed more…
February 14, 2021 -
Stocks to be led higher by cyclicals & re-opening plays while techs begin to wobble
Reddit swarm quelled as investors focus back on vaccination programsAfter last week’s fireworks sparked by what seemed to be an uprising by US retail investors, the stock market quickly found its footing…
February 7, 2021