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Market Insights

Learn more tips on investing in global equities through
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  • Market Insights

    Determine Your Path Amidst the Huawei Storm!

    20th August, 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 August, 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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  • Market Insights

    Trump in this Volatile Market (US Edition)

    31st October, 2018

    Before investors had enough time to cheer for the all-time high recorded in early October 2018, market turbulence ensued, creating a nightmarish scenario for investors – perhaps the market’s macabre way of marking Halloween! All 3 indices – the S&P 500, Dow & NASDAQ, marched their way into correction territory; plunging by approximately 10% from […]

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  • Market Insights

    Market turning volatile for a brief period?

    29th October, 2018

    Japanese stocks are being influenced by ① US stocks and ② Chinese stocks. The main driver for ① is the 3Q (July-Sept) financial results closing and that for ② is the economic trend.  As seen in the results of Caterpillar (CAT), concerns have arisen about cost increase possibly due to additional tariffs, and lower than expected […]

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  • Market Insights

    Company performance annulling risk factors?

    22nd October, 2018

    JPMorgan Chase (JPM)’s 2018/3Q (July-Sept) results announced on 12/10 showed that net income had risen by 24.5% over the previous year owing to the expansion of stock trading revenues.  The company’s EPS is also better than market expectations.  With the rise in interest rates, the company’s net interest margin had risen to 2.51% from 2.46% […]

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  • Market Insights

    A Healthy Correction?

    15th October, 2018

    The Nikkei average, which temporarily recorded a high value of 24,448.07 points on 2/10, last seen about 27 years ago on 11/1991, rose from its recent low on 7/9 by 2,275.17 points (+10.3%) in only less than a month. In the US, trade negotiations with Canada have reached an agreement, while Italy has made a […]

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  • Market Insights

    Will the depreciation of the yen and rising stock prices continue its course?

    1st October, 2018

    On 26/9, the Nikkei average rose for the 8th consecutive session since 12/9, bringing its gains to 1,429.18 points (+6.32%). After a slight retreat on 27/9, the following day of 28/9, the index temporarily rose to a high level not reached since 14/11/1991, 26 years and 10 months ago, and closed at 24,120.24 yen which […]

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  • Market Insights

    Advancing to the next stage with regular profit-taking!

    24th September, 2018

    The Trump administration announced that it would invoke the third round of additional tariffs on imported goods from China equivalent to 200 billion dollars on 9/24.  However, the additional tax rate was reduced from the originally expected 25% to 10% for the rest of the year (planning to increase to 25% by year-end).  For the […]

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  • Market Insights

    Will the memory of the Lehman crisis save the world?

    17th September, 2018

    Beginning with the bursting of the US housing bubble in 2007, the problem of non-performing subprime mortgage loans began to surface. Many financial institutions and investors held large amounts of debt as a result of complex financial products such as mortgage-backed securities (MBS, etc) and collateralized debt obligations (CDO) that had lost creditworthiness. Bear Stearns, […]

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  • Market Insights

    Is the honeymoon between Japan and the US over?

    10th September, 2018

    It is said that “Life has its ups and downs”, and this indeed also does seem to apply to the stock market.  Tesla (TSLA), which dominated the EV (Electric Vehicle) industry as a representative brand, is now in a dilemma.  CEO Elon Musk, the mercenary who launched a space development program and planned solar missions […]

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  • Market Insights

    Let’s adopt a flexible attitude even as times are changing!

    3rd September, 2018

    In Miyuki Nakajima’s masterpiece “Jidai” (Times), she sang that “times go around”.   That was a song meant to uplift those who have lose hope and will.  Indeed, the current era has been shifting relentlessly.  Drone and EV (electric vehicle) development are advancing, and with the advent of IoT, there are high expectations for the next […]

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  • Market Insights

    Risks due to wrong timing of market entrance emerging?

    27th August, 2018

    It looks like small and medium-sized Japanese stocks have bottomed out and are recovering steadily.  Although uncertainty arising from external factors still remains, US stocks have been rising and the yen is depreciating again, with the dollar/yen exchange rate reaching 111 yen to the dollar.  As a result, as of 8/24, the Nikkei average had […]

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  • Market Insights

    Looks like we will be having market volatility for a while?

    20th August, 2018

    The Turkish shockwave has also spread to stagnant Japanese stocks, with ensuing market volatility. While the Turkish lira is finally becoming more stable, uncertainty about its future still remains. With Turkish President Erdogan not relenting his hardline stance, the US may launch further sanctions on the country. We can therefore expect strong market volatility for […]

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  • Market Insights

    Silver Linings and Dark Clouds Surrounding the US-China Trade War

    13th August, 2018

    Japanese stocks are in a stalemate situation over concerns about trade frictions, especially that between the US and China.  Beginning with the US, corporate earnings for the Apr-June period expanded globally, and rate of net income increase of domestic listed companies seems to have increased more than 20%.  Meanwhile, the Nikkei Average is currently moving […]

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