Weekly Thoughts

As underlined last week, the North Korean peace talks looked nothing but a brief distraction from deeper concerns brewing about the rising trade barriers, the future of the US in G7 and NATO, not to mention, global tightening of…

As we pointed out last week, the coming North Korean peace talks, planned here where we are in Singapore, seem more of a distraction to ongoing concerns about a potential trade war which is far more consequential…

With much of the action being dictated from outside of Japan we keep a very close eye on events overseas. US stock markets seem to have calmed again as we go through another relief…

In last week’s issue, we expressed our surprise that despite brewing economic turmoil in emerging markets and Europe, the yen had failed to strengthen in line with our expectations, raising questions about…

We see some interesting sectoral moves taking place in Japan’s stock market leadership which could prove pivotal to outperforming Topix for the rest of this year.  Market mood seems generally more calmer…

We have seen a gradual improvement in market sentiment last week, particularly in the US which has been leading the direction in global markets. Market participants were seemingly looking for more reasons to buy stocks than…

We are keeping a very close eye on macro-economic and geopolitical developments in the US as leading factors in influencing Japan’s stock market direction. Indeed, the easy money era in the US…

We retain our negative stance on Japan’s stock market for now, remaining focused on what is happening in the US which more or less dictates sector moves across the Pacific. As we…

We retain our negative stance on the market as we continue to see heavy head winds, especially from the US, keeping up selling pressure on momentum names that have led the bull…

Markets last week seemed calmer on the surface with easing tensions on trade. Chinese officials adopted a more conciliatory tone, advocating the country’s open market policies, and promising to further open its…