Category / Weekly Thoughts

Alarm bells are all ringing as outlook worsensThe US stocks market participants seem to be finally coming to a realisation that indeed, all is not well. Although the domestic economy remains fairly…

All eyes on the strengthening yen as BOJ’s options are all but exhaustedTrade conflicts have once again given an otherwise, bullish US stock market another jolt and as usual, has taken Japan…

US stock market melt-up continues led by technology namesThe liquidity-led rally in US stock market continues as technicals remaining fairly positive with S&P at another record high. Expectations for further rate cuts…

US stock market rally loses momentum as earnings concerns emergeUS stocks struggled to maintain their upward momentum as concerns about slowing global corporate earnings have crept in with weaker activity looking most…

US stocks in blue skies territory as liquidity-driven rally continuesAs noted last week, the US equity market indices have technically entered blue sky territory which could take us much higher. Market participants…

Global stock market technicals looking strongThe upward bias in global stock markets, led by the US and fuelled by expectations for easier monetary policy remained intact as the melt-up scenario that looked…

Japan’s stock market continued to trend sideways as concerns about weaker global corporate earnings outlook continue to weigh on share prices. With looming trade war between US and China clearly spilling over…

As has been the case for much of last year and thus far in 2019, external issues dominate what happens to Japan’s stock market, leaving us mainly focused on US trade and…

The current geopolitical disruptions that corporate and indeed money managers have to grapple with leave little room for short-term optimism. Indeed, looking at Japanese firms in isolation, especially from the bottom up…

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,…