Abe Considers Snap Election
Following widespread newspaper speculation over the long weekend, Japan's Prime Minister, Shinzo Abe, has said he’ll decide on calling a...
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Japan's QQE Experiment - An Alternative View
In the wake of the downward revision to Japanese GDP, the anti-Abenomics brigade has been banging the drums again, arguing that not only has the...
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Japan Equity Opportunities:Â High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
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Trading NK Tensions
We attempt to map out a trading sequence for September.With markets poised for a give back and increasing NK tensions we issued this update...
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Japan Stock Market Strategy as We Head into the Last Third of the Year (Korea Permitting)
Sell in May, go away and come back in November is an old (western) stock market adage, but since QE started making the rounds in Japan in 2003, a...
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