Month / March 2023
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Japan’s banks look insulated to current turmoil but yen’s strength could hurt overseas earnings of multinationals
Markets remain in a state of flux as concerns about the health of global banking system persist. These concerns are partly reflected by the surging asset inflows into US money market funds…
March 26, 2023 -
Black Swan event could also impact Japan’s financials but also brings opportunities
In the past week we have seen what could be best described as a ‘Black Swan’ event engulfing financial firms, sending tremors through global capital markets. Although what we had initially thought…
March 19, 2023 -
Technology export restrictions to China to tighten even further
It was back in October 2021 when in one of our weekly publications, we addressed what we called the “elephant in the room” and the growing risks of tighter US technology export restriction to China…
March 12, 2023 -
Japan’s deteriorating fiscal health adds more pressure to abandon YCC
With US long term treasury yields stabilising below 4% at the end of last week, global stock market breathed a sigh of relief while S&P staged a bounce on its key moving…
March 5, 2023