Month / January 2024

Besides less than a handful of Asian technology names which we continue to like, namely TSMC which has topped our buy list since May of last year, we have become increasingly concerned …

For Japan stock market participants, the big rally which have pushed key market indices close to their 1989 highs could not have provided a better start to 2024. Japan has become overseas…

Looking back at our last year’s predictions, the calls turned out to be a mixed bag. Although we correctly predicted that China will disappoint bullish market expectations at the time, our calls for…