Weekly Thoughts
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Broader rally in US stocks looking healthier while Japan starting to dance to its own tune
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…
October 11, 2020 -
We remain bullish on Japan despite recent US political turmoil
Despite negative jolts, underlying Japan market sentiment remains positiveIt certainly was an eventful week for us in Japan, starting with news of the old national carrier, NTT (9432) making its wireless subsidiary,…
October 3, 2020 -
We retain our positive stance on Japan stocks while steering clear of technology
As external anxieties grow, Japan equities look increasingly attractiveIn the US, growing anxieties about the post-election outcome, especially in terms of handover of power should the current president be voted out, has…
September 26, 2020 -
Japan stock market hold its own while geopolitical tensions between US/China ratchets up
US stocks drift lower while Japanese market remains well supportedIt was rather a dull week with US stocks drifting lower led by FANG names, leading NASDAQ below its 50-day moving average once…
September 20, 2020 -
Japan could shine as investors shift away from tech and into cyclical/value stocks
We continue to suggesting switching from techs to cyclicalsAlthough the VIX fear gauge seems to have shown signs of stabilising and cash parked in US money market funds continue to trend lower,…
September 12, 2020 -
First signs of bursting of US tech bubble as we advise switching to cyclicals
We retain our negative stance in Japan’s tech stocks for nowIf ever there was good anecdotal evidence of gauging whether valuations of US technology stocks had entered dangerously inflated territory, it was…
September 5, 2020 -
Abe’s departure unlikely to change policy missteps
Although there is no shortage of accolade in the media for the outgoing and longest serving Japan’s PM, Shinzo Abe, it is no secret that we at Asymmetric Advisors have held a…
August 29, 2020 -
As signs of bubble in US stock market becomes more evident, we suggest selling tech stocks
Stock markets facing bubble trouble US stock market indices continue to march higher led by a narrow band of big tech names that have propelled the rally ever since the bottom in March.…
August 23, 2020 -
We’ve become increasingly nervous of stocks given weak near-term demand outlook in tech space
US stocks edges higher but we feel all is not well in the near term Although US stocks continued to edge higher pulling up Japanese shares with them, we stick with our newly…
August 15, 2020 -
We turn cautious on tech names for first time since Jan 2019
Calm before the storm as there is little good news on the near term horizonUS stock market have remained calm in the face of most economic data, pointing to weakening outlook as…
August 9, 2020
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