Weekly Thoughts

Japan’s stock market has quietened down over the late summer weeks, having passed the earnings season which had been dominating stock moves. However, calmer markets overseas and the yen’s recent bounce above its…

The Japanese market continued to correct with Topix reaching near the bottom of its trading range for much of this year, as concerns about the peaking tech cycle, jitters about Chinese mobile…

Although earnings results were a dominant driver in share prices for much of last week, Turkey’s growing economic turmoil which had spilt over to other EMs, eventually led to a global sell-off…

The Japanese stock market has regained its status as world’s second largest as Chinese shares continues to come under selling pressure over worries over a trade war with the US. This could help our market attract…

Much of last week’s excitement came from our market in Japan as speculation grew that BOJ could change the nuance in its policy wording, tolerating lower inflation rates and start the process of…

The US market which continues to lead Japan staged a relief rally as we had been anticipating as earlier hopes of avoiding a trade war with China and expectations for a strong earnings…

With indications that the US is willing to engage in trade talks with China shortly after threats of more tariffs by the US president, the market has staged relief rally as investors…

The markets ended the week on a more positive tone, hoping that China refrains from imposing tariffs on US goods and cooler heads will prevail. Although China did introduce its own import duties in…

With Topix having approached near the bottom of this year’s trading range, there were some support appearing despite the foreign selling as tech stocks which we have been very negative on saw some buying…

As expected investors’ focus has shifted back to more economically relevant matters like trade friction as the Japanese stocks treading very cautiously with key momentum growth names of last year in tech and automation segments being…