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It’s the yen, stupid! November 19, 2023
Japan corporate earnings trends observed from the latest results November 12, 2023
Japanese corporate earnings season already looking negative October 28, 2023
BOJ’s recent indications suggest an imminent regime change October 21, 2023
A quick summary of the grim top-down picture unfolding September 23, 2023

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It’s the yen, stupid!
November 19, 2023
In Japan, larger cap growth stocks have rebounded strongly following their US counterparts based on the view that US rates have peaked and we might see rate cuts ...
Japan corporate earnings trends observed from the latest results
November 12, 2023
Japan’s corporate earnings season certainly proved eventful, however, surprises were skewed to the downside as we had anticipated. Momentum in share buybacks ...
Japanese corporate earnings season already looking negative
October 28, 2023
With the Nikkei falling towards its 200 day moving average following the faltering tech heavy Nasdaq, it seems to us that some pedestrian global investors who piled into ...