Tag Archive: Nikkei

The Age of Giants in the Sharing Economy – To Eat, To Shop, To Invest or To Read Chinese Literature

by

* We are still living in the dream in the record stock market rally even though we hit some snags last week observing the first signs of volatility in a while * JPM… 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

A Real Godzilla In Japan ? USDJPY and Nikkei

by

“Godzilla’s exact origins vary, but it is generally depicted as an enormous, violent, prehistoric sea monster awakened and empowered by nuclear radiation.” Source : Wikipedia “TOKYO—Deep beneath Fukushima’s crippled nuclear power station, a… Continue reading

Disbanding the QE Herd – Judgment Day Is Coming

by

It’s been a while since I pulled out those correlation tables and I was in a for an expected surprise. Yes. The correlations have broken down. The big basket-happy family trades have started… Continue reading

Tumbling Bonds, Stocks and Currencies = Opportunity ?

by

It feels like the end of the world is upon us here in Asia. Perspective. Equity hit hard because it is usually the last to go. Just look at Jakarta Composite down 11… Continue reading

NIKKEI MONTH END ALERT : Another Gravestone Doji For the Nikkei

by

My hair is standing. Another Gravestone ? Not to be alarmed. AsianMacro says monthly candles are just like checking the weather and no big deal. Besides the last one managed to convert itself… Continue reading