Tag Archive: Abenomics

Stock Market Defiance and The Coming Crash

by

“Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria.” Sir John Templeton   We can finally confirm we are living in dystopia this week with global… Continue reading

MARKET THOUGHTS – TO KNOW YOUR IRONIES

by

This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** Times are changing faster than we blink and if you do not believe… Continue reading

Welcome to The EM Rattlesnake Round-Up

by

Welcome to the EM round up. It happens once or maybe twice a year. This year, it started on the first day of January but soon erased losses into February, not without weakening… Continue reading

Ad Hoc Commentary – Abe’s third arrow

by

The front cover of the latest edition of The Economist features a picture of Shinzo Abe’s head superimposed as a traditional Japanese archer: http://www.economist.com/printedition/2014-06-28 The magazine praised the success of Abenomics’ first two… Continue reading

Taper Vs Negative Rates – Not much to choose from, Sell EUR

by

Between the USD and the EUR, we have more than half the world of assets covered and the 2 most powerful central banks in the world, disputably. If both central banks (not including… Continue reading

Month End : Losing Patience With Abe and Hello Kitty

by

Read this. “Japan’s debt burden is extraordinary. Total debt to GDP tops 500%. Government expenditure is 20x government revenues. Interest on government debt is 25% of government revenue.” http://www.forbes.com/sites/jamesgruber/2014/04/27/japan-deflation-to-end/ It is not that… Continue reading

Ad Hoc Commentary – investment-less Abenomics

by

As we mentioned some time back: “…Pundits are still optimistic on Japan Inc investing within Japan. But yours truly believe that CEOs of Japan Inc will first want to see better policies on… Continue reading

Sayonara, Yen

by

What do we have in Japan a year after Abenomics was coined ? A market that surged to the last day of 2013 and suddenly fizzled on day 1 of 2014, leaving market… Continue reading

Ad Hoc Commentary – the investment-less recovery

by

As we mentioned before: “…Abenomics thinks that inflation will chase money out of hoarding into investments. What he forgot is that the Senkaku-Diaoyu affair gives capital very little confidence to invest within Japan.… Continue reading

Likonomics Vs Abenomics and Singapore

by

No fun watching the clash of the titans in our own backyard. Remember when I wrote that China is at war with Japan ? Well, the economists are starting to realise it from… Continue reading