Weekly Thoughts

We retain our highly cautious stance towards Japan stock market for now, continuing to expect momentum names in techs, robotics, batteries and other previously popular market segments to remain under selling pressure…

We remain highly cautious of momentum stocks in Japan going into the month of April and expect more share price weakness ahead. We also suspect this fast manifesting negative feedback loop which is eroding confidence in…

As we highlighted last week in our first weekly publication, we think concerns about rising US trade barriers and general geopolitical worries both in Japan and the US will weigh on Japanese…

We start our first weekly piece by underlining some of our basic thoughts on the Japanese market both for short and longer term. We think political uncertainties both at home and abroad could…