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Recent Posts.

  • 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
  • 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
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November 13, 2023
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Latest News

  • 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 ...
  • 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 ...

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