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Next Generation Tech (319A)

April 7, 2025

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  • pdf Next Generation Tech (319A) Sales Note 7.04.2025
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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 ...

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