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Japan stock market hold its own while geopolitical tensions between US/China ratchets up September 20, 2020
Japan could shine as investors shift away from tech and into cyclical/value stocks September 12, 2020
First signs of bursting of US tech bubble as we advise switching to cyclicals September 5, 2020
Abe’s departure unlikely to change policy missteps August 29, 2020
As signs of bubble in US stock market becomes more evident, we suggest selling tech stocks August 23, 2020

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Japan stock market hold its own while geopolitical tensions between US/China ratchets up
September 20, 2020
US stocks drift lower while Japanese market remains well supportedIt was rather a dull week with US stocks drifting lower led by FANG names, leading NASDAQ below its ...
Japan could shine as investors shift away from tech and into cyclical/value stocks
September 12, 2020
We continue to suggesting switching from techs to cyclicalsAlthough the VIX fear gauge seems to have shown signs of stabilising and cash parked in US money market funds ...
First signs of bursting of US tech bubble as we advise switching to cyclicals
September 5, 2020
We retain our negative stance in Japan’s tech stocks for nowIf ever there was good anecdotal evidence of gauging whether valuations of US technology stocks had ...