Weekly Thoughts

With US stocks generally heading higher, led by S&P which has broken above its 2900 resistance line, Japan’s stock market has been cautiously held up with Topix just about managing to hold…

After a brief yield curve inversion wobble that momentarily shook our bullish resolve, US stocks have resumed their uptrend mainly led by technology names, pushing the closely watched Philadelphia Semiconductor Index (SOX)…

We have reached the one-year anniversary of this publication, a small milestone which marks twelve months of very eventful period characterised predominantly by geopolitical upheaval which had spilt into the real global…

We are starting to see real signs appearing that the US stock market’s bounce from its December lows is looking exhausted and share prices are looking poised for a notable correction from…

US stocks staged a strong rebound, led by technology segments as we had been anticipating. S&P finished last week posting another 2019 high, rising 20% from its December lows. Meanwhile, Japanese stocks…

As always, the US stock market led the direction for Japanese stocks. However, this time, and for the first time this year, US stocks showed a notable correction with tech stocks and…

Japanese stock market continued to edge higher last week, as usual taking its cue from US shares which have retained their upward trend. Topix closed the week above its 100-day moving average…

As noted in our last Weekly Thoughts publication, Topix was looking to break that psychological ¥1600 level which it did at the start of last week, now leaving the next key resistance…

Japan’s stock market has nicely absorbed much of the downward revisions in earnings for this season as investors remain glued to the direction of the US market which continues to dictate the…

Having briefly broken above its 50 day moving average as we had hoped, the rally in Topix stalled as US stocks came under selling pressure in the latter half of last week,…