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Market Insights

Learn more tips on investing in global equities through
our library of videos and series of seminars

  • 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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  • Market Insights

    ”Estimating the upper limit of the current market range for the Nikkei Average”

    4th February, 2021

    As mentioned in the 25th January issue of this weekly report, “Is the official inauguration of the new president a turning point between ‘expectation’ and ‘reality’?”, it seems that the sentiment surrounding the stock market has changed from around the 20th of this month.  In fact, on 21/1, the US Dow Jones Industrial Average hit […]

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  • Market Insights

    ”Stock price highs since August 1990 and semiconductor market outlook”

    21st January, 2021

    The Nikkei Average rose to 28,979 points during trading hours on 14/1, the highest level since August, 1990.  August, 1990 was the time when, after the Iraqi forces invaded Kuwait, the UN Security Council adopted a resolution condemning the invasion and imposed economic sanctions on Iraq with a total embargo.  At that time, there were […]

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  • Market Insights

    Top 10 Traded US Stocks on POEMS in December 2020

    18th January, 2021

    At a glance: • All three US major indices continued their bull run, smashing all-time highs in late December’s Santa Claus rally. • Electric-vehicle (EV) stocks continued to top traders’ favourites due to their volatility and the industry’s promising future. • Vaccination has started in countries like the UK, US and Singapore, further bolstering sentiment. […]

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  • Market Insights

    ”Gazing at the “three shifts” relating to a weak dollar, commodities and emerging economies”

    31st December, 2020

    There are only a few days left in 2020 during which Covid-19 struck.  As of 25/12, the Nikkei Average’s low for this year was 16,358 points, set on 19/3, and its high was 26,905 points, set on 21/12.  The index fluctuated widely, at 5,273 points above and below the average of 21,631 points.  The price […]

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  • Market Insights

    ”Positioning of major SQ days, eyeing next year’s market”

    22nd December, 2020

    The “major SQ Day” (11/12), on which the SQ (Special Quotation) for the final settlement of stock index futures and options contracts overlaps, seems to be positioned as an important milestone pointing towards the upward movement of the Nikkei Average which had dipped to its low of 16,358 points on 19/3 this year.  First of […]

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  • Market Insights

    “On the Opposite Side of the Bad News for the Stock Market, Can SiC Drive the Market?”

    14th December, 2020

    Following the joint development between the U.S. pharmaceutical corporation Pfizer (PFE) and the German BioNTech, on 16/11, U.S. biotechnology Moderna (MRNA) demonstrated high efficacy in clinical trials involving the development of a COVID-19 vaccine. Reacting favourably to this, the Nikkei average also rose to exceed 26,000 points on 17/11. However, in addition to the accelerated […]

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  • Market Insights

    Top 10 Traded US Stocks on POEMS in November 2020

    14th December, 2020

    Takeaways: All three US major indices hit their all-time highs in late November, before taking a breather as markets consolidated. Electronic vehicle (EV) makers continued to dominate as investors bet on their future. Finally, some positive news on the vaccine front from Pfizer and Moderna, which announced better-than-expected drug efficacies.   Here are November’s top […]

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  • Market Insights

    “A Sharp Rise in the Nikkei Average and the Age of Level 3 Autonomous Driving”

    20th November, 2020

    The Nikkei average, which rose to the 24,300 point level on 6/11, exceeded the high price of 24,448 points in Oct 2018 at the beginning of the week on 9/11 to become a high price that was last seen in 1992, then rose even more at one go to the high price of 25,587 points […]

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  • Market Insights

    “The ‘Twisted Parliament’ in the U.S. Bringing About an Appreciation of the Yen Against the Dollar”

    12th November, 2020

    Although presently the results of the U.S. presidential and parliamentary elections which took place on 3/11 have not been confirmed, the global stock market saw an acceleration of risk-on movements at once under the prediction of a “twisted parliament”, where Biden is elected and there is a majority of the Senate from the Republican Party […]

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  • Market Insights

    Top 10 Traded US Stocks on POEMS in October 2020

    11th November, 2020

    At a glance: All three US major indices rebounded from their September sell-offs before closing lower towards end-October. Tech players continued to dominate trading in October. Tesla (TSLA.US) was still one of our clients’ top favourites. Amid daily resurgences of COVID-19 and US election vagaries, volatility has spilt into November.   Here are October’s top […]

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  • Market Insights

    Top 5 Hong Kong Stocks Traded on POEMS in October 2020

    11th November, 2020

    At a glance Tech companies are thriving during COVID-19, especially those in China New innovative businesses are forging ahead to exploit opportunities in online businesses Physical retail stores have stayed depressed while online shopping continues to surge   Here are October’s top 5 Hong Kong stocks on Phillip’s Online Electronic Mart System (POEMS), based on […]

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