Weekly Thoughts

As expected, stock market corrections have continued with technology stocks leading the sell-off and Japanese names heavily exposed to China are taking the biggest hit. With most suppliers in the US, Europe,…

Although stock markets have been reasonably well behaved, geopolitics is dominating the tone and US/China trade spat is now evolving into a full-on trade conflict with technology looking to take centre stage.…

Having talked up the potential for a trade deal for months and the coming resolution between the two sides, Trump’s two tweets late last weekend, calling for import tariffs of 25% on…

After a week’s break in Japan which ushered in the Reiwa era, we resume our weekly publication on a continued positive note ahead of the market opening on Tuesday. Despite some anxieties…

Although Topix continued to move sideways last week, there were notable shifts in sector performers that painted a more positive picture for Japan’s stock market as we enter the start of the…

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…