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US Vaccination progress, Japan’s fragile Olympics and coming US/Japan summit April 11, 2021
Global stocks poised for another quarterly advance but geopolitical risks linger April 4, 2021
Why Covid’s 3rd wave will be the last big one and why China risks are growing March 28, 2021
Japan should continue to outperform while NT ratio likely passed its historic peak March 21, 2021
Markets entering a regime change which looks very bullish for Japan equities March 14, 2021

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US Vaccination progress, Japan’s fragile Olympics and coming US/Japan summit
April 11, 2021
US vaccinations continue to surge while Japan struggles ahead of OlympicsAlthough the most recent resurgence in Covid infections around many parts of the world, ...
Global stocks poised for another quarterly advance but geopolitical risks linger
April 4, 2021
Equity markets looking poised for more gains this quarterWith a short-lived quarter-end profit taking of the previous week out of the way, S&P cleared its symbolic ...
Why Covid’s 3rd wave will be the last big one and why China risks are growing
March 28, 2021
Last week’s markets provided a brief glimpse into ‘what if we are wrong?’ scenarioLast week we saw what looked to be a brief quarter-end related profit ...