Month / July 2022

Stocks finished the month of July in a joyous mood on hopes that the US Federal Reserve’s latest big interest rate hike will be one of the last few tightening moves that…

With earnings season about to kick into high gear, early omens are not looking great with  some of the high-profile US corporate results, particularly those operating in the digital economy already showing weakening…

US market participants seems to be desperately looking for an end point where the Fed will finish with its monetary policy tightening as hopes are that the growing likelihood of a recession…

It would have been unthinkable not to dedicate this weekly to the late prime minister, Shinzo Abe whose life was tragically cut short by his assassination last Friday. To be sure, we…

Given the importance of Japan in supplying high tech materials and equipment, we think last month’s plunge in shares of related names which gathered more momentum last week is worth exploring. Since…