Weekly Thoughts

Despite bleak short-term outlook, end of pandemic is in sightWe go into 2021 similarly optimistic about Japanese stock market as we were this time last year. We obviously had no idea what…

Politics clouding the market outlook US politics has regained centre stage as policy makers have yet again failed to agree on extending the Covid relief spending programs while the recovery in the US…

US stock market melt-up continues but Japan continues to shine among other DMsContinued excitement over the likelihood of swift approvals of Covid vaccines in the coming month together with a less combative…

Markets to remain supported by more positive vaccine news to comeAlthough the positive report of high efficacy of Moderna’s Covid vaccine in trial tests did not have nearly the same impact on…

Coming vaccines and treatments buoy hopes for 2021 recovery With last week’s Covid vaccine and treatment announcements, rekindling hopes for normalisation, S&P finished the week near its all-time highs first reached in August…

US stocks rebound despite a contentious election outcome and surging Covid ratesUS stocks bounced strongly last week, despite the fact that market’s worst fears about a potentially contentious US presidential election results…

US market mood darkens as fears of uncertainties growThe previous week’s subdued stock market proved to be the calm before the storm as the mood has soured once again with US tech…

US investors rotate towards cyclical names as long bond yields spikeLast week’s stock markets remained somewhat subdued ahead of the US presidential election which is drawing ever closer with Mr. Trump’s chances…

Positive earnings signs in Japan from recovering consumption and China demandIt was rather a dull week with S&P eking out a small gain after a big rebound in stocks in the previous…

US stocks rebounds but led by much healthier market breadth US stock market seems to be shrugging off the September sell-off and going back on track to its uptrend with both S&P and…