Blog/Market Talk

Market Talk – February 4, 2016
Japan was again the talking point of the session with yet another down day. Initially, the index opened up 0.5% but it was just a matter of time until the [...]
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Market Talk — February 3, 2016
Japan took a turn for the worst today led predominantly by Exporters (Toyota, Nissan, Honda) all down around 5.5% but even they were led by the Nobel House [...]
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Market Talk – February 1, 2016
Despite a better than previous Chinese PMI release (48.4 against a previous 48.2) it was not what was expected (48.6) and so the Shanghai Index just could not make [...]
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Market Talk – January 29, 2016
The BOJ certainly woke everyone up this morning having concluded their meeting with the expectation of negative interest rates. Within seconds the Nikkei leaped 700 [...]
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Market Talk – January 28, 2016
Japan opened weaker (mostly following the poor close on Wall Street) but was also influenced by the poor Retail Sales (Est -0.1% v’s actual -1.1%). However, after [...]
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Market Talk – January 27, 2016
We saw a mixed session in Asia with good performances by the Nikkei (+2.7%) and the Hang Seng (+1%) but had Shanghai spoil the party with a -0.5% decline. That [...]
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Market Talk — January 4, 2016
What a start to the New Year! Talk around the street voiced a few reasons for today’s stock market declines from geopolitical tensions between Saudi Arabia [...]
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Market Talk – December 31, 2015
It was a very dull day to finish 2015, but not really surprising given the performance we have seen for the year. Shanghai has finished the year up 9.4%, but it was [...]
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Market Talk — December 30, 2015
Asia finished a mixed session with gains in Shanghai (+0.25%) and Japan (+0.27%), countered with a small decline in the HSI (-0.53%). For Japan, today was the last [...]
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Market Talk — December 29, 2015
Despite the low volume, we saw a positive rally across Asian equities with all markets closing around 0.5% or higher. The PBOC set the yuan rate at 6.486, the [...]
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