Market Insights

  • Market Insights

    ”Bitcoin Turmoil, Power Supply Composition Ratio Review, Revised Banking Law”

    3rd June, 2021

    As mentioned in the 6th May, 2021 issue of this Weekly Report, there is a phase in Bitcoin price trends that affect the stock market.  On 19/5, the price of Bitcoin in terms of USD temporarily dropped 28.5% to $30,681 from the previous day’s close following the announcement of new regulations in China, and on […]

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  • Market Insights

    Popular US Stocks Traded on POEMS in April 2021

    14th May, 2021

    We have revamped the top 10 traded US stocks into popular US stocks traded on POEMS. From this month onwards, our list will include some of the more popular stocks – not in any order – traded by our POEMS clients in the month along with major news announced on those stocks. At a glance: […]

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  • Market Insights

    “The Spread of COVID-19 and the Climate Change Summit”

    3rd May, 2021

    The Nikkei average which shifted within a narrow range focusing on the 29,600 point level since early April saw a growing downturn from the 20th and fell to 28,419 points on the 21st. After India, the 3rd country in the world for crude oil imports, exceeded 10,000 new infections (number of people tested positive) for […]

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  • Market Insights

    Top 10 Traded US Stocks on POEMS in March 2021

    22nd April, 2021

    At a glance: Dow Jones and S&P 500 piggybacked on reflation trades to close near record levels. Rising bond yields and reopening put pressure on tech stocks, leading to NASDAQ’s underperformance. NASDAQ manged to climb back to 13,000 from a low of 12,600. Reflation trades continued to benefit cyclical stocks, aided by full-force vaccination across […]

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  • Market Insights

    “Will the dominance of US stocks over Japanese stocks continue?”

    22nd April, 2021

    In the US stock market, “The American Jobs Plan” announced by US President Biden on 31/3 indicated that demand is expected to increase over the medium to long term.  Furthermore, as for the feared side effects of inflation and higher interest rates, a series of statements by Fed Chairman Powell and other officials that the […]

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  • Market Insights

    “Bank of Japan Monetary Policy Meeting, high voltage DC transmission, TV stations.”

    26th March, 2021

    The BOJ decided at its Monetary Policy Meeting on 19/3 to raise the permissible range of fluctuation in the long-term interest rate for the yield on 10-year government bonds, which will continue to be pegged at around zero percent, to plus or minus 0.25 percent, instead of the previous 0.2 percent.  It dropped “an annual […]

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  • Market Insights

    Top 10 Traded US Stocks on POEMS in February 2021

    19th March, 2021

    At a glance: All three US major indices had a volatile month in February, closing lower after hitting record highs. Amid concerns about rising bond yields which may hurt high-growth tech stocks the most, the Nasdaq Composite underperformed, with an 8% correction from its 14,000 high. Investors rotated from high-growth tech stocks to cyclical sectors […]

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  • Market Insights

    ”Credit’s “Anxiety Index”; BOJ’s recent daily upper price limits”

    12th March, 2021

    On the evening of 5/3, the Japanese government is expected to finalize its decision to re-extend the deadline for the state of emergency in the Tokyo Metropolis and three neighboring prefectures for another two weeks until 21st March.  Against the backdrop of an increase in the number of people infected with Covid-19 variants, it is […]

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  • Market Insights

    ”Beware of Nikkei Average weighted average PBR, high PBR for IP asset valuation”

    26th February, 2021

    The Nikkei Average broke through 30,000 points on 15/2 and closed at 30,467 points on 16/2.  This level is equivalent to 1.32 times the weighted average PBR (price-to-book-value ratio), which is weighted by market capitalization of the Nikkei Average’s constituent stocks, and is the highest level since 2nd February, 2018.  At that time, the “Trump […]

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  • Market Insights

    Top 10 Traded US Stocks on POEMS in January 2021

    15th February, 2021

    At a glance: All three US major indices were volatile in January, closing slightly lower except for NASDAQ Composite. Electric-vehicle (EV) stocks remained traders’ top favourites due to their volatility and the industry’s promising future. Tech stocks likely to sustain their momentum as NASDAQ Composite has been outperforming the other two indices.   Here are […]

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