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Cyclicals set to further outperform in Japan as we enter crucial earnings week October 24, 2020
Japan earnings showing improving signs while we remain negative on techs and video game stocks October 18, 2020
Broader rally in US stocks looking healthier while Japan starting to dance to its own tune October 11, 2020
We remain bullish on Japan despite recent US political turmoil October 3, 2020
We retain our positive stance on Japan stocks while steering clear of technology September 26, 2020

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Cyclicals set to further outperform in Japan as we enter crucial earnings week
October 24, 2020
US investors rotate towards cyclical names as long bond yields spikeLast week’s stock markets remained somewhat subdued ahead of the US presidential election which ...
Japan earnings showing improving signs while we remain negative on techs and video game stocks
October 18, 2020
Positive earnings signs in Japan from recovering consumption and China demandIt was rather a dull week with S&P eking out a small gain after a big rebound in stocks ...
Broader rally in US stocks looking healthier while Japan starting to dance to its own tune
October 11, 2020
US stocks rebounds but led by much healthier market breadth US stock market seems to be shrugging off the September sell-off and going back on track to its uptrend ...