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Market Insights

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  • Market Insights

    Are These Movements Indicating a Turning Point in the Market?

    19th August, 2019

    Japanese stocks in the week of 13/8 were toyed with concerns of an “inverted yield curve” in the US bond market with the 10-year bond yields falling below the 2-year bond yields. Although the US bond yields saw a rapid decline overall due to announcements on 14/8 such as China’s economic indicators for July (retail […]

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  • Market Insights

    Will We Be Seeing the Same Outcome? That Was Three Years Ago…

    13th August, 2019

    During the week of 5/8, Japanese stocks went through a very rough patch arising from the turbulent US-China dispute which escalated as a result of the declaration of the “fourth round of US customs tariff” by President Trump on 1/8.  When the RMB dropped to 7 RMB to 1 USD on 5/8, the US Treasury […]

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  • Market Insights

    Now Is the Time to Gauge the Potential of Japanese Companies

    6th August, 2019

    The Japanese stock market from 29/7 began with movements following the financial policies of the US and Japan central banks. On 25/7, the European Central Bank had already indicated a possibility of conducting policy interest rate cuts by the first half of 2020, which led to growing expectations of additional monetary easing at the Bank […]

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  • Market Insights

    “Information Banks”, the New Business in the Age of Data Capitalism

    29th July, 2019

    In the House of Councilors election on 21/7, the coalition ruling party comprising the LDP and Komeito won 71 seats, more than the required majority of 63 seats. With results as expected, the focus of the market shifted to monetary policies in each country and trade friction issues. After the elections on 22/7, and following […]

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  • Market Insights

    Raw Materials for 5G Communication; the Solar Minimum Period

    22nd July, 2019

    The Japanese stock market from 16/7 onwards contrasted with the steady US stock market with the Nikkei average falling below 21,500 points on 17/7, and then falling below the low of 21,000 points on 18/7, which saw a significant drop. With growing expectations of US interest rate cuts leading to an appreciation of the yen, […]

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  • Market Insights

    Japanese Stock Investment Strategy from the Viewpoint of a “Declining Population Society”

    17th July, 2019

    With the June US employment data announced being viewed as evidence of a strong US economy, and in response to a decline in expectations on an US interest rate cut as a result of that, the Japanese stock market experienced strong selling after 8/7. There have been many events happening concurrently.  Domestically, the House of […]

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  • Market Insights

    Time to Keep a Close Watch on Structural Changes Surrounding Japan

    17th July, 2019

    In the Japanese stock market from 1/7 onwards, the US-China summit talks on 29/6 saw a decision to call off the invocation of the 4th round of tariffs, along with the agreement to approve the supply of components to Huawei proved to be favourable as the Nikkei average began to exceed 21,500 points, which saw […]

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  • Market Insights

    A Japan Stock Market with Corporate Governance Reform Holding the Key

    17th July, 2019

    During the week of 24/6, the Japanese stock market adopted a wait-and-see attitude in view of the upcoming G20 Osaka Summit.  As a result, trading volume on TSE Section 1 until 26/6 had remained thin just short of two trillion yen.  We had been mentioning in this Weekly Report before that a Nikkei average of […]

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  • Market Insights

    What Aspect Should We Focus on for Future Japanese Stock Investments?

    16th July, 2019

    The period between 17-21/6 can be regarded as a week where the governors of the central banks of Japan, the US, and Europe played a vital role in global financial markets. On 18/6, ECB President Draghi took the lead by expressing “the possible need for additional stimuli (if there is an absence of improvement in […]

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  • Market Insights

    With the “Politics-Driven Market” Settling Down, Time to Close in on Cheap Stocks

    17th June, 2019

    As a result of rising expectations of US interest rate cuts arising from US employment statistics announced on 7/6, and through the favorable response to announcement of an indefinite freeze on Mexican tariffs, the Nikkei average started above 21,000 points on 10/6, and rose to 21,259 points on 12/6.  However, as the calculation dates for […]

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  • Market Insights

    Despite the Cheaper Price Levels, There Is a Need to Keep an Eye on the Dollar/Yen Exchange Rate

    10th June, 2019

    The Trump administration announced on 30/5 that additional tariffs would be imposed on all imports from Mexico, which shook the global stock market, however, the disturbance continued well after the weekend, with the Nikkei average falling to 20,289 points on 4/6. Due to growing concerns of a global recession from the intensifying trade friction surrounding […]

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  • Market Insights

    Creation of Investment Opportunities as a Result of Industry Restructuring and Enactment of New Laws

    3rd June, 2019

    The global stock markets are swinging wildly as a result of additional tariff increases by both the US and China, the US embargo on Huawei, and China’s mention of rare earth export controls.  Furthermore, in the EC, after the European Parliament elections, the recurrence of the Italian fiscal deficit problem and the German banking issues […]

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  • Market Insights

    Determine Your Path Amidst the Huawei Storm!

    27th May, 2019

    The effects of export ban regulations on China’s Huawei by the US have begun to extend to global enterprises. It has been reported that the Trump administration is considering adding surveillance camera giant Hikvision and Dahua Technology, etc. to the list of companies under embargo. Together with additional sanctions and tariffs on China by the […]

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  • Market Insights

    Chance for Japanese Companies Even in the Midst of US-China Friction

    20th May, 2019

    The “fourth round” of additional sanctions tariff (up to 25% tariff on about 300 billion USD worth of Chinese products) levied on China announced by the Trump administration on 13/5 has shaken the Japanese stock market badly. Unlike the first to third rounds launched last year, this round involves consumer goods which are highly-dependent upon […]

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  • Market Insights

    The Reiwa Market Opens with the Risk of the US-China Cold War

    14th May, 2019

    What was waiting for the Japanese stock market beyond the 10-day holiday that brimmed with festive mood of the change in imperial era from Heisei to Reiwa, was President Trump’s twitter statement of a tariff increase on China, which served as a spark for a rough welcome of low stock prices and strong yen. After […]

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  • Market Insights

    Possibility of an “Abe-Trump Show” in the political arena?

    8th May, 2019

    As stated in the 8/4 Weekly Report, we believe that, in the new financial year, there will be movements in the Japanese stock market in response to the House of Councilors election in July. At this juncture, the postponement of the consumption tax hike has emerged as a major issue. Both the NASDAQ and S&P500 […]

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  • Market Insights

    With a Very Low Credit Ratio Situation, Pay Attention to the Supply and Demand of Blue Chips

    26th April, 2019

    Corporate earnings results announcements for the Jan-Mar period for US stocks are in full swing.  With the emergence of stocks such as financial stocks which have overcome bearish market forecasts, the US stock index has begun to rise, with the Nikkei average for Japanese stocks exceeding the milestone 22,000 points at the beginning of the […]

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  • Market Insights

    Footsteps of a New Era Heard With New Bank Notes and Osaka

    18th April, 2019

    Steady movements were observed at the U.S. economy with the “market at an optimum state”, such the U.S. Bureau of Labor Statistics’ nonfarm payroll employment for March on 5/4 exceeding market expectations, and the slowdown in growth of average hourly earnings from last month, etc., which led the Nikkei average to mark 21,900 points on […]

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  • Market Insights

    Japan Weekly Strategy Report- New Developments of a Political Market Unfolding at the Signal of the Announcement of the New Era, “Reiwa”

    10th April, 2019

    On 1/4, the new Imperial era named “Reiwa” was announced. As if riding on and being transported by a clear and gentle spring breeze, the Nikkei average exceeded 21,500. With the the announcement of the Chinese National Bureau of Statistics’ manufacturing industry PMI at 50.5 on 31/3, by exceeding 50, it marked a turning point […]

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  • Market Insights

    US Market Outlook: What if the Republicans Carry on Holding the Fort?

    2nd November, 2018

    The next congressional elections is the highly anticipated Midterm elections, which will be happening on 6 November 2018.  As much as this topic has been a highly discussed about topic over the past few months, do you know exactly what this Midterm election is? How will it impact the US’ political system, and possibly the […]

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