Japan Bank Index Bearish Head and Shoulders
Japanese banks telegraphed the Nikkei plunge as did our insight on the USD/JPY Dollar Yen BIG Short/Inflection Level and Targets .We flagged a...
622 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...
412 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...
396 Views
Japan Equities - Time To Shine
We are overweight Japanese equities and expect the stock market to outperform from here as investors hedge against regional peers more dependent on...
422 Views
Asia's Response To Mr Trump - Accelerated Regional Integration (Part 2)
Regional integration is Asia’s future as the North comes to grips with demographic challenges. Rising US protectionism and China’s Belt and Road...
391 Views