Japan: Fortnightly Update - Thanksgiving Rally
THANKSGIVING RALLY - Japan's equity markets have recovered by 2.4% since 16th November and are now 5% above the October 29th low, but the market...
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Japan's Crowded Long Faces Exodus Pressure
Our bearish domino sequence from the summer touted japan as the last Stallworth to capitulate into an intermediate cycle low that would help mark a...
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Can Japan Inc Protect Earnings on the Downside?
If and when the downturn does come, it is likely to be painful around the world. Based on past experience it is likely to be very painful in Japan,...
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Dollar Yen BIG Short/Inflection Level and Targets
JPY (USDJPY CURNCY) is pushing into a very important inflection and pivot level at 114.50. A turn would have a direct impact on a risk assets and...
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Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio
Currencies globally have seen significant turbulence this year - and the Asia-Pac region is certainly no exception. We cut through recent...
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