In today’s briefing:
- Japan Weekly | Stocks Down, Bonds up as BoJ Tightens; What Moved
- GEMWeekly (4 Aug 2023): China, South Korea, Thailand Macro Data; Hyundai Motors, Kia Corp
Japan Weekly | Stocks Down, Bonds up as BoJ Tightens; What Moved
- A cautious BoJ has begun to tighten monetary policy, allowing bond yields to rise to 1%
- Even Toyota ( a famous laggard) is improving its Corporate Governance – selling off Y250b of its KDDI stock holdings
- For every two stocks that went up last week, three fell. It is all earnings related at the moment
GEMWeekly (4 Aug 2023): China, South Korea, Thailand Macro Data; Hyundai Motors, Kia Corp
- The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: China PMI data, South Korea exports, and inflation, Thailand interest rates.
- Companies mentioned:Hyundai Motor (005380 KS), Kia Corp (000270 KS)
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