Month / November 2022
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Big breakout in Japan banks and insurance stocks as hopes rise for a BOJ pivot
The year-end US stock market rally continues as growing anticipation of less aggressive rate hikes from December onwards is forcing underweighted equity funds to put money to work or risk a major…
November 27, 2022 -
Santa Claus stock market rally on the cards while 2023 prospects remain grim
Fund inflows into stocks seem to continue as fear of missing out and hopes of a year-end rally have provided good momentum with growth names leading the way. More interestingly, as a…
November 20, 2022 -
Japan’s growing inflation problem exposing BOJ’s policy errors
With Japan’s powerful business federation, or Keidanren urging its member firms to raise pay in the next round of salary negotiations in spring to try to offset rising inflation that is eating…
November 6, 2022
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