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Market Talk

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...

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...

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...

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...

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...

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...

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...

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...

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...

Market Talk — December 28, 2015

Holiday volume and poor order flow was the name of the game today and can probably be expected for the rest of the run into New Year. In Asia, China’s Shanghai...