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China’s rerating continues while yen stumbles on policy pause October 6, 2024
China’s rebound sends shock waves through global portfolios September 29, 2024
BOJ’s dovish tone suggests a more positive near-term Japan stock market outlook September 23, 2024
Our scenario for stronger yen, yield curve inversion and possible political realignment in Japan September 14, 2024
Semiconductor stock prices looking increasingly detached from reality January 28, 2024

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China’s rerating continues while yen stumbles on policy pause
October 6, 2024
China’s rerating continues, pressuring global funds to raise weightingsAs we have noted we have little doubt that the speed of China’s stock rerating has sent tremors ...
China’s rebound sends shock waves through global portfolios
September 29, 2024
Not long after the yen carry trade unwind, comes another macro-driven shock as Chinese government’s sudden change in urgency in reflating its economy, practically ...
BOJ’s dovish tone suggests a more positive near-term Japan stock market outlook
September 23, 2024
Stocks bounce on global risk-on mode while BOJ turns more dovishDollar/yen rate rebounded from its 140 support line last week despite the Fed’s 50bps rate cut which we ...