Month / September 2024

Not long after the yen carry trade unwind, comes another macro-driven shock as Chinese government’s sudden change in urgency in reflating its economy, practically pledging that they will do everything it takes…

Stocks bounce on global risk-on mode while BOJ turns more dovishDollar/yen rate rebounded from its 140 support line last week despite the Fed’s 50bps rate cut which we thought was prudent given…

Japan stocks performance likely to continue to disappoint in the near termWith dollar/yen rate continuing to head lower as BOJ has finally begun correcting its big policy mistakes of the past two…