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Market Insights

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  • Market Insights

    Diminishing concern over trade friction pushing markets up?

    30th July, 2018

    On 7/25, President Trump and President Juncker of the EU agreed that, in future, both parties would not impose new tariffs while trade negotiations were continuing.  The EU will expand imports of LNG and soybeans produced in the US, and both parties agreed to cut tariffs on industrial goods excluding cars.  President Juncker said there […]

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  • Market Insights

    Challenging the 23,000 point barrier as we prepare for results announcement!

    23rd July, 2018

    Since hitting a bottom of 21,462.95 points on 7/5, the Nikkei Average has rebounded by 1277.05 points (5.95%) to 22,740 points on 7/17.  The US has entered the earnings release season, and domestically, we are also preparing for 1Q (April-June) FY2019/3 results.  Indeed, market interest is zeroing in upon performance trends.  In the US, major […]

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  • Market Insights

    Prudently select stocks based on their business performance!

    17th July, 2018

    On 7/6, trade war started when both the US and China invoked sanction duties.  However, Japanese and Chinese stock prices reversed their declines and trended upwards instead.  Since its recent peak of 23,011.57 points on 6/12, the Nikkei average had been falling, and dropped temporarily to 21,462.95 points on 7/5, representing a decline of 1,548.62 […]

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  • Market Insights

    Buying back oversold stocks!

    9th July, 2018

    As planned, from midnight 00.01 am US Eastern time on 7/6 (Japan time 1.01pm on 7/6), the US started imposing 25% additional tariffs as sanctions on China on 818 products, equivalent to 34 billion US dollars, including automotive, semiconductors and industrial machinery, etc.  The spokesman from the Ministry of Commerce, China, said that they had […]

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  • Market Insights

    What is the impact of trade friction? – Pay careful attention to economic indicators

    2nd July, 2018

    US and China macroeconomic indicators announcements from the end of June to the beginning of July will draw attention.  In China, the PMI of the manufacturing and non-manufacturing industries by the National Bureau of Statistics, Caixin (China Media Group) and IHS Markit (UK) will be announced and the ISM manufacturing and non-manufacturing industries indices will […]

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  • Market Insights

    Any prescriptions during the trade war?

    25th June, 2018

    Trade friction started from the US spreads globally, causing confusion in financial markets. The friction between the US and China intensified, and the Shanghai Composite Index continued its decline, falling below 3,000 on 6/19, its lowest since Sep 2016, and it reached 2875.81 on 6/21. In the US, the Dow declined for 8 consecutive days […]

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  • Market Insights

    Risk-on due to the normalization of monetary policy in the US and EURO

    18th June, 2018

    The FRB, on 6/13, announced the decision to raise interest rates signaling 4 rate hikes (2 hikes to come for the rest of the year) this year compared to 3 rate hikes (1 more to come) that had been planned at the March FOMC. It is still uncertain whether rate hikes will be accelerated as […]

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  • Market Insights

    Small Movement Ahead of Big Events

    11th June, 2018

    In the short term, we anticipate the small movement ahead of big events. The Nikkei average marked the recent high at 23,002.37 points at closing on 5/21, but it had dropped about 1,000 points in the next 7 working days with the subsequent appreciation of yen and became 22,018.52 points on 5/30. Subsequent to that, […]

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  • Market Insights

    Restoring the downturn during the second half of May

    4th June, 2018

    The Trump administration decided to invoke additional tariffs of 25% and 10% respectively for steel and aluminum imported from EU, Canada and Mexico from 6/1.  On its part, the EU plans to impose a retaliatory tariff of 2.8 billion Euro on 6/20.  Ultimately, the EU is preparing a retaliatory tariff of the same scale as […]

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  • Market Insights

    Stronger sense of uncertainty again with ensuing price escalation resistance?

    28th May, 2018

    The US-North Korea summit scheduled for 6/12 had been cancelled.  In his letter to Chairman Kim Jong Un on 5/24, President Trump stated that “it is inappropriate, at this time, to have this meeting”.  In addition to national security adviser Bolton’s appeal to North Korea to adopt the “Libyan model” seeking immediate and unconditional abandonment […]

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  • Market Insights

    Nikkei Average within range of 23,000 Yen

    21st May, 2018

    Japanese stocks had risen sharply in April and continued to be strong in May.  As 5/17, the monthly rate of increase was 1.65% for the Nikkei Average and 1.75% for TOPIX.  NY Dow rose by 2.28% led by the appreciation of APPLE (APPL).  The SOX index consisting of 30 semiconductor stocks increased by 9.68%.  Domestically, […]

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  • Market Insights

    Net buying by foreign investors still continuing but…

    14th May, 2018

    For the period from Jan-Mar, 2018, net buying of spot trades and futures by foreign investors reached Yen8.7 trillion. This net purchase reached about Yen1.8 trillion in April, with the monthly rate of increase being 6.10% for the Nikkei Average, and 4.30% for TOPIX. However, with the consecutive holidays in May, prices of Japanese stocks […]

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  • Market Insights

    Investor Sentiment Improving?

    1st May, 2018

    Evaluation of performance of individual companies in both Japan and the US is spreading to the market as a whole.  The financial results of Lam Research (LRCX), a major semiconductor manufacturing equipment producer, released on 17 Apr reveals that the rate of increase in the 4Q (April-June) of FY2019/6 is expected to slow significantly.  On 19 […]

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  • Market Insights

    Faint hope of foreign investors continuing to buy?

    23rd April, 2018

    As of 20th April, the Nikkei Average had fallen by 2.65% since the beginning of the year, remaining in negative territory.  However, it had risen 3.30% since the beginning of April and is recouping losses.  Markets had been turbulent in February and March, but the Nikkei Average managed to keep above Yen20,000. BOJ’s purchase of […]

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  • Market Insights

    A Market with Continuing Wild Fluctuations?

    9th April, 2018

    On 5th April, President Trump revealed that he had instructed the USTR (US Trade Representative) to consider additional tariffs on 100 billion dollars (about 10.7 trillion yen) worth of imports from China. Although the market had increasing expectation that the US and China were carrying out behind-the-scenes negotiations, uncertainty will now become stronger again and […]

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