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Market Insights

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

    Capture opportunities for selecting good stocks even as concerns re-emerge!

    6th August, 2018

    With the extremely hot weather striking the Japanese archipelago, corporate earnings releases of major companies are at their peak.  Indeed, the market is getting hot, what with Apple (AAPL) achieving market capitalization of 1 trillion dollars.  The US is showing strong economic performance, with GDP for the April-June quarter increasing by 4.1%.  At the same […]

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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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