Weekly Thoughts

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…

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…

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…

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…

Although Nvidia’s spectacular quarterly earnings briefly helped to push stocks higher led by technology shares, the rally quickly fizzled out as investors remained concerned about the prospects of interest rates remaining higher…

With long term rates in key developed economies rising fast as investors come to realisation that core inflation rates will remain well above the targeted 2% level for the foreseeable future, appetite…

Japan’s stock market has been in vogue for much of this year, supported by its attractive valuations, continued improvement in corporate governance, restructuring and improving shareholders returns. This said, we have had…

We have long argued that BOJ’s ultra loose stance could prove to be a grave policy error as it has not only failed to encourage banks to lend more aggressively given that…

The recent rebound in the value of the Japanese currency against the greenback will undoubtedly come as a relief to Japan’s economic policy makers as pressure on BOJ to respond to yen’s…

In the past few weeks, we have tried to address the implications of the yen currency crisis currently unfolding, and potential dangers of it manifesting into a contagion in Asia and possibly…