Japanese Inflation - Much Ado About Nothing
Japan’s policymakers continue to fret about the lack of inflation but it is worth remembering the norm globally and historically is for the price...
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Japan: Upcycle Intact
Following 3Q’s contraction, economic activity rebounded in the final quarter of 2018 led by investment spending. Global trade tensions and the...
459 Views
Asian Exports - Rising But Set To Moderate
For now Asian export upcycle continues, underpinned by buoyant global demand. We suspect though the best maybe behind and that Asian overseas...
419 Views
Japan - Regional Outperformer Despite 3QGDP Setback
The Japanese stock market is down in the current year to date, like other regional bourses but on a relative basis the Nikkei 225 is an...
402 Views
Global ETF Synopsis: Downgrading U.S. Financials & Consumer Discretionary
Equal-weight cyclicals (RCD) vs. staples (RHS) ratio is at support and is vulnerable to a breakdown. We also provide updates and reiterate our...
359 Views