In today’s briefing:
- Japan Funds: Extreme Stocks
- Why Trump’s Rise Sounded Like a Sure Bet For China’s Small-Cap Stock Investors
- Overview #13 – The US Dollar Peaks, Japan Struggles While China Treads Water
Japan Funds: Extreme Stocks
- We screen for Japanese companies at the extreme ends of their positioning or momentum ranges among active Japan equity funds.
- Low Positioning coupled with Negative Momentum: Nissan Motor Corp and Misumi Group
- High Positioning coupled with High Momentum: ASICS Corp and Kyushu Railway
Why Trump’s Rise Sounded Like a Sure Bet For China’s Small-Cap Stock Investors
- Donald Trump’s victory in the U.S. presidential election ignited a wild frenzy in China’s stock market, propelling shares of certain companies to dizzying heights — not due to any tangible link with his policies, but solely because their names vaguely echoed his.
In the lead-up to Trump’s re-election, Shenzhen-listed Wise Soft Co. Ltd., a software maker, and Sichuan Development Lomon Group (SDLomon), a fertilizer producer, saw their stock prices soar, repeatedly hitting daily trading limits as investors piled in.
These were part of a wave of “Trump concept” stocks, heavily touted by influencers and livestreamers doling out online stock tips. The pitch was as peculiar as it was effective: the companies’ names, when spoken in Chinese, bore a resemblance to the phrase “Trump wins.”
Overview #13 – The US Dollar Peaks, Japan Struggles While China Treads Water
- A review of recent events/data impacting our investment themes or outlook
- Revisiting some of our old favourites- China, Japan and Gold
- Short-Term trades continue to work but investors only interested in US equities
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