CNBC dubbed “Bloody Sunday” coincided with Keiro no hi (Respect for the Aged Day) in Japan and thus the Tokyo Exchange was closed. Stocks fell broadly across Asia for those exchanges that were open, including a loss of 4.1% in Taiwan and losses of 3.3% in Singapore and India. Mid-day stocks are falling even harder [...]
Archive | Sentiment
RSS feed for this sectionLeaderless, Japanese stocks suffer in typical fashion in September
The Nikkei has lost 3.5% in the first two trading sessions this September — more than erasing the month-end window dressing — and now sits at a five-month low. Initially not phasing stocks was the announced resignation of PM Fukuda, with commentary inside and out of Japan noting the rather muted reaction by investors and [...]
The Nikkei’s Losing Streak in Focus: No Plunge Protection Needed
If you haven’t heard yet, then you probably will some point on Monday: Japan’s benchmark Nikkei 225 Stock Average closed in the red on Friday, marking its 12th consecutive decline, the longest since a 15-session losing streak in April-May 1954 during a time of “economic uncertainty” after the end of the Korean War. However, the [...]
Empirical Evidence Suggests Going Long Japan May Be Timely
In “Hollowing Out, Tokyo Style,” FT Alphaville’s Gwen Robinson does a fine job of capturing an ongoing, and now accelerating human resources conundrum. While it seems like there’s no shortage lately of fake Japundits (not to be confused with the real Japundit, who is simply trying to keep it real on the cultural front) saying [...]
Thoughts on the N225, EAFE and EWJ
Thoughts on the Nikkei 225 Stock Average: Japanese stocks have been rallying over the past several weeks and the benchmark Nikkei 225 Stock Average is now at a 2-month-plus high; the N225 recouped 14,000 last Friday in spite of thin trading of late, due to the extended holiday that continues through this Tuesday. Short-term, sentiment [...]
Opportunity Ahead for Japanese Stocks as Commodities Speculation Wanes
It’s no big secret that growth in real demand for commodities is nowhere near as much as the growth in daily trading of derivative contracts. Still, UBS Global Asset Management’s Tom Digenan (by way of USAA Financial Newsletters) has a chart showing actual oil demand grew to 85.9 million bpd in 2007 from 74.6 million [...]
「女性の髪型、景気になびく」
An excerpt from Kinoshita Terunobu’s (木下 晃伸) latest e-newsletter discussing the length of women’s hair and its relationship to the Japanese economy : 「。。。 景気が良いほど髪の毛が長くなり、不景気になると髪の毛が短くなっている 。。。」 Essentially, the better the economy, the longer the hair; a weaker economy brings shorter hair styles… • 1997 花王 survey shows trend of shorter-hair among 20-year old women; 山一証券 [...]
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