Month / September 2023
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A quick summary of the grim top-down picture unfolding
This week we touch upon on number of developments that keep us awake at night and go beyond just Japan. But first, we want to quickly focus on BOJ’s latest policy meeting…
September 23, 2023 -
BOJ looks cornered as weakening yen looks likely force policy change
Not surprisingly, BOJ officials on Friday warned that Ueda-san’s comments made earlier in the week that he may reassess the central bank’s ultra loose monetary policy by year-end does not veer off…
September 16, 2023 -
Japan technology stocks looking vulnerable near term
This week we focus on technology stocks but as usual, through a Japan lens. We have been mostly negative on the sector since early summer as their shares seemed overbought after having…
September 10, 2023 -
Sentiment change in the US leave us wrong-footed in Japan stocks
Just when we were becoming more cautious of Japanese corporate earnings outlook, the sudden change in perception in US macro factors have drastically improved sentiment and as we move away from the…
September 3, 2023