It was time for the Nikkei to play catch-up having outperformed many of its neighbors over the past week. The Nikkei lost around -0.75% for the day, whilst the badly beaten China core finally saw a bounce. Accompanying this Nikkei decline was a flight into the Yen currency with the result being a print with […]

Another poor day for the major Chinese markets, yet a continued recovery for Japan. Again, we see Shanghai and the Hang Seng under perform the periphery, as concerns surrounding the US/China trade talks play on investor minds. Both core China markets closed down 1.3% and are lower in late US trading following the continued weak […]

Good to see a healthy rebound in todays Asian markets with strong performances across the board. It still appears however, that the market is not that confident that the US and China have settled for the moment as the Shanghai bounced just +0.3% and Hang Seng +0.75%. It was a different storey for countries with […]

We want to thank everyone for a great WEC in Southeast Asia and the venue was excellent. The turn of events in the Malaysian peninsula were right on schedule with the change in government, which made a very interesting topic for this session. We will be looking forward to holding annual events in Asia in the […]

  Markets always seem to be waiting for something and even today it appears they were concerned about the BOJ and then later the US/China Trade Talks. The result for cash was that the market felt that the BOJ offered a helping hand after it today downplayed its previous view on inflation. The subsequent bounce […]

Asian markets did not bode well today, especially after the late sell-off in core US indices. Core Shanghai did attempt an initial rally, but could not find the momentum as Hong Kong sank. Just to close small down was an achievement given the surrounding circumstances. The Hang Seng lost 1% as Tech, Real estate and […]

  Interesting the price action in Asia following yesterdays events and action. The Nikkei was the only core market to record a positive return today, but probably weighted by the currency decline and safety boost. The Japanese index made steady progress throughout the day to close at the high, which was the complete opposite to […]

Obviously, the headline topic throughout Asian and European trading hours was the Singapore meeting between US President Trump and N. Korea’s Kim Jong Un. Interesting the markets were reasonably quiet during the process and even during the hour long Trump press conference. An historic day for sure as just to meet and talk has taken […]

We saw an interesting response after the weekends G7 meeting. Despite many negative headlines and a nervous stock opening we eventually saw confidence return and prices built momentum. The Nikkei bounced from a negative opening and rallied throughout the day to eventually close +0.5% higher on the day. Exporters, Technology and Financials all helped gains […]

The uncertain US tech session resulted in negative Asian prices with China underperforming all the region. Core Shanghai and the Hong Kong’s Hang Seng both lost around 1.5% as financials, tech, real estate and energy stocks all traded heavy. We are starting to see a differing of opinion between China and other emerging economies, but […]