WEEKLY Tactical Recap: Samsung Electronics, CATL, Gold, Softbank Group, NetEase, BHP, POSCO Holdings
Weekly Global Macro Tactical Recap: our models tracks trends across asset classes to highlight overbought/oversold market conditions across Asian...
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Japanese Banks Improved on Rate Hike Bets, Although True Impact Yet to Materialize
For the first time since 2016, the Bank of Japan has decided to raise interest rates, becoming the last country in the world to end its loose...
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The Bank of Japan Plays Footsie with the Market-Will They or Won’t They?
Potential impact on global markets from Japanese capital repatriation. Despite positive US economic data, the USD is no longer strengthening...
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More Food (Data) For Thought
"Positive surprise in US Q4 2023 GDP, while inflation remains lower than reported! Japan's easing inflation and BOJ's potential end to negative...
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JPX Margin Trading Weekly (Aug 21st): Kioxia, Mitsubishi UFJ Financial, Taiyo Yuden, Lasertec
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Mitsubishi UFJ Financial (8306 JP), Taiyo Yuden...
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