Abenomics and the End of Honesty
Abenomics has been an abject failure. The first quarter GDP contraction would appear to ratify that view. Moreover, the policies have certainly not...
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Japan's Profit Cycle - Better Than Ever
The two factors in Asianomics Investment Strategy for 2018 which influenced our decision to go overweight Japanese equities were improvements...
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Buy into Japan's Scandals
During our recent visit to Japan, we found commentators who were upbeat on the current state of the Japanese economy and equally downbeat on the...
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Week Ahead in Global Macro: FOMC, NFP, UST Refunding, EZ GDP/CPI, Apple/Tesla, Tariff Waiver Expires
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short EUR vs both JPY and USD...
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Topix: This Is a Bear Market Rally
The drop through Topix 1,680 signalled a change of trend, and we continue to target the 1,450-1,550 zone as a medium-term minimum. One viable...
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