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Recent Posts.

  • Markets looking increasingly complacent May 5, 2026
  • Is AI inflationary? December 28, 2025
  • Dark clouds gathering above global stock markets October 11, 2025
  • 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
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Latest News

  • Markets looking increasingly complacent
    May 5, 2026
    Cause for caution persistsIt has been a difficult few months to navigate through these choppy markets in Japan, but in the end, technology and AI names proved to be a ...
  • Is AI inflationary?
    December 28, 2025
    In our last open publication in early October, we warned that for the near term, much good news on the earnings front had been factored into technology valuations and ...
  • Dark clouds gathering above global stock markets
    October 11, 2025
    Will the coming stronger earnings season really matter?From circular investments among AI giants which have raised grave doubts about the sustainability of this massive ...

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