Japan Stock Market Strategy - Is It Time to Put the Risk-On Trade Back On?
The risk-on trade that dominated market proceedings in the second half of 2016 was more about a reversal from an oversold position than reflective...
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The Market Sentimentalist – Rear Window: Hitchcock, Self-Driving Cars And Central Bankers
SummaryThe Fed and the BoC have been the vanguard, but other major central banks are signalling their intention to withdraw monetary stimulus,...
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Abe Considers Snap Election
Following widespread newspaper speculation over the long weekend, Japan's Prime Minister, Shinzo Abe, has said he’ll decide on calling a...
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Japan's QQE Experiment - An Alternative View
In the wake of the downward revision to Japanese GDP, the anti-Abenomics brigade has been banging the drums again, arguing that not only has the...
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Japan Equity Opportunities: High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
108 Views