Weekly Thoughts

This week we look more inwards and briefly touch upon our core themes and our Japan stock market strategy. With markets coming to terms with the reality that inflationary forces are unlikely…

As we have been outlining in our publications through the last two months, hopes for easier monetary policy next term seemed misplaced given the broadening of inflation through the service sector, general…

July’s US stock market rally has spilt over to August as investors have chosen to ignore economic policy makers’ tougher rhetoric on inflation in speculating that slowing economy will force the US…

Stocks finished the month of July in a joyous mood on hopes that the US Federal Reserve’s latest big interest rate hike will be one of the last few tightening moves that…

With earnings season about to kick into high gear, early omens are not looking great with  some of the high-profile US corporate results, particularly those operating in the digital economy already showing weakening…

US market participants seems to be desperately looking for an end point where the Fed will finish with its monetary policy tightening as hopes are that the growing likelihood of a recession…

It would have been unthinkable not to dedicate this weekly to the late prime minister, Shinzo Abe whose life was tragically cut short by his assassination last Friday. To be sure, we…

Given the importance of Japan in supplying high tech materials and equipment, we think last month’s plunge in shares of related names which gathered more momentum last week is worth exploring. Since…

With commodity prices easing as global economic activity slows, hopes for tamer inflationary pressures which could lead to a looser monetary policy in 2023 triggered a notable relief rally in battered stocks…

After months of underlining BOJ’s blatant policy errors in this publication, in trying to suppress long term interest rates, last week we saw markets finally fully focusing on this issue. Indeed, reports…