Weekly Thoughts
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Rally in stock markets likely to continue while lagging Japan remains the most attractive DM
Benign conditions to continue while weak yen supportive of Japan earnings seasonWith geopolitical tensions in the Middle East having eased somewhat and Phase One of US/China trade deal finally signed, it is…
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Middle East tensions ease as China trade deal and coming earnings season look to push Japanese stocks higher
US/Iran tensions easing while China trade deal to be signed this weekAfter a brief sell-off at the start of the week on heightened concerns about an impending war between US and Iran,…
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Potential US/Iran war unlikely to derail Japan stock market rally in 2020
We expect Topix to test its 1991 highs of 2000 by H1 of this yearWe start 2020 very much where we left off by the end of last year, remaining very bullish…
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2020 show much promise for Japan stocks while BOJ looks set to taper its ETF purchases
2020 looking to be a very promising year for Japanese stocksFor our last publication of the year, we focus on Japan’s stock market and its promising outlook for 2020. We turned positive…
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With Phase One deal done, Japan’s Topix is on course to hit 2018 highs by year-end
Phase One deal out of the way allowing stocks to advance furtherGlobal stock markets rallied as Phase One of the US/China trade deal was finally struck with US agreeing to cut in…
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Trade deal still on but geopolitics complicating matters; JGB yields surge towards zero
Phase one trade deal doesn’t look to be reached by year-endMarkets finished higher after a turbulent week when prospects of a phase one trade deal was thrown into doubt once again. With…
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Phase One trade deal looks more certain as does Japan’s out-performance prospect
Phase One deal looks to be in the bag US stock market resumed its year-end rally with S&P hitting new highs before some profit taking set in on Black Friday. Mr. Trump’s decision to…
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Markets turning cautious of a trade deal while Japan looks poised for more upside
S&P rally stalls as trade concerns creep back inS&P’s weekly winning streak came to halt last week as Phase One of US/China trade talks is coming to its business-end and investors are…
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Japan most attractively valued DM; Softbank remains in trouble
US stock market melt-up continuesThe melt-up in US stocks continue with S&P finishing the week above its important psychological 3100 level as hopes for trade talks progressing encouraged investors to put more…
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The significance of BOJ’s regime change
US stock indices touch new highs on better trade talk prospectsUS stock indices continued their march towards record highs, as prospects for more gains and sectoral rotation out of defensives towards industrials…