Weekly Thoughts
-
Japan’s young lawmakers revolt while US investors worry about earnings
Japan’s younger lawmakers breaking ranks to vote for changeWe remain excited about the prospects of our own stock market in Japan as a generational battle is brewing within the ruling LDP party…
September 19, 2021 -
Domestic politics to dominate sentiment in rising Japan stock market
LDP leadership race promises big changes, even at BOJ Although Japan’s politics has had some colourful and assertive characters in the past three decades like Ryutaro Hashimoto, Ichiro Ozawa and Junichiro Koizumi, we…
September 10, 2021 -
Japan stocks come alive as Suga resigns but future China relationship to worsen
As Japan’s PM resigns, Japan’s stock market is coming aliveAs we have long anticipated, Mr Suga has finally stepped down, leaving the door open to potentially some exciting changes at the top…
September 4, 2021 -
More supply chain disruptions look imminent while Japan’s Covid now out of control
Stock markets edge higher while the world burnsUS stocks continued to edge higher by ever narrowing group of market leaders while some segments of the market, namely semiconductors were sold off on…
August 15, 2021 -
Strong American but weaker Chinese economy and the Columbian variant
US economy strengthening while China’s rebound look to be falteringFor Japan whose stock market remains one of the most economic sensitive, recent US payroll numbers showing much stronger pick-up in employment came…
August 8, 2021 -
Growing uncertainties leave markets nervous but Japan stocks looking promising
Strong earnings being overshadowed by other negative factorsAlthough corporate earnings have been fairly robust thus far, other factors have begun denting investors’ confidence. With Chinese stocks coming under intense selling pressure due…
August 1, 2021 -
Stock markets come under selling pressure from fast growing uncertainties
Stocks fall on rising economic and geopolitical uncertaintiesWith near-term visibility deteriorating and earnings season just around the corner, US stocks came under selling pressure last week with market indices posting their first…
July 18, 2021 -
Despite Olympics-related concerns we see Japan stocks reaching new yearly highs by Q4
Japan’s Olympics looking likely to be a big flopJapan’s stock market continues to trade within its narrow band for now with Topix testing its 1900 support line last Friday before staging an…
July 11, 2021 -
Japan stock market likely to resume its upward momentum from this quarter
Japan’s stock market range bound while uncertainties lingerAfter a two-week break, we have resumed our weekly publications although there has been very little to highlight in regard to Japan’s stock market. Our…
July 4, 2021 -
Investors ignore rising US inflation while Japan investors brace for Olympics
Cooling off in sales of large ticket items brings its own problemsWith rising inflationary pressures in the US failing to cool market’s enthusiasm for risk, the prevailing wisdom that these pressures remain…
June 13, 2021