Month / April 2023
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While value investors return to Japan near term earnings risks remain
We will keep this week’s publication fairly brief as there have been no major developments to address as clamer markets seem to have prevailed for now. However, Japan’s stock market is getting…
April 15, 2023 -
Japan’s stock market unlikely to be supported by coming corporate earnings season
We have little doubt that credit contraction we are seeing, since start of the banking crisis is leading to slower US economic activity. As far as corporate earnings are concerned, the consensus…
April 8, 2023 -
As US rates look to have peaked, Japan rates need to catch up, pushing yen higher
It’s fairly evident that recent US bank failures have been early signs of stress on the system from Fed’s massive U-turn from its ‘transitional inflation” thesis in late 2021. The speed and the…
April 2, 2023
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