Long cold winters that could break your spirit
Some thoughts and writings that are solely of my personal opinion.
Note. Wk 31. 5Aug2024.pdfWeek 31, 2024:
If announcement by BOJ last week is prelude to an unwinding of the the Yen carry-trade, which has been a major source of liquidity to global markets for many years could spell more trouble, esp. if the Fed is behind the curve in preventing a recession. However, Japan equities still present many opportunities given the AI trend.
Japan's return to the past.pdfWeek 24, 2024: Japan's return to the past - A 30-year's wait.
Here i share my comments on Japan's trade deficits, foreign reserves and the Plaza Accord.
Week 18, 2024:
For every dollar in reduction in China's GDP contribution from its property sector (2022, 2023), USD1.1 of corresponding market cap was lost in the Chinese equities market.
This might imply unless property sector starts to contribute positively to GDP again, ie. sales must recover, property sector indices will remain in negative territory.
Can China export their way to 5pct growth in 2024. 23Apr2024.pdfWeek 16, 2024:
Can China export their way to a 5% GDP growth in 2024? A simple analysis shows probably not.
Week 12, 2024:
IIF capital flows in and out of China (includes HK) show its effects on the performance of Hang Seng Index
The information provided in this communication is for general informational purposes only and does not constitute investment advice or a recommendation to buy or sell any securities. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
