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Entries from June 2008

Nikkei Weekly Outlook: Just Wait Until Friday

June 23rd, 2008 · No Comments

Last week was another down week for the Nikkei, albeit very limited, but the Friday close of 13,942 was over 3.5% off the weekly high and the second consecutive week of a sub-14,000 finish. So, while the Nikkei had been showing signs of promise and not simply selling-off on every piece of bad news, a […]

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Tags: Hedge Funds · Weekly Outlook

Nikkei Weekly Outlook: Eyes on I-banks, Inflation, Yen

June 16th, 2008 · No Comments

The Nikkei had a rough go last week indeed, losing 3.6% and the 14,000-level (13,973.73); TOPIX fell to 1,371.57 after a short-lived recovery of 1,400 two weeks ago. No worries though, as Chicago Nikkei 225 futures not only held 14k, but added 140 points to the upside (14,220) setting the stage for a gap up […]

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Tags: Nikkei Futures · Weekly Outlook

Empirical Evidence Suggests Going Long Japan May Be Timely

June 12th, 2008 · 1 Comment

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) […]

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Tags: General · Hedge Funds · Sentiment

Nikkei Weekly Outlook: Tough Week Ahead

June 9th, 2008 · No Comments

The Nikkei 225 had a positive week, up a modest 1% to 14,489.44, its highest close since early January, but fell short of its calendar year high of 14,691. Remember, keeping things in perspective is important because the N225 opened the year at 15,155 and was trading 18,000-plus last year. In spite of recent resiliency […]

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Tags: Weekly Outlook

Nikkei Weekly Outlook: Testing Dubious Highs

June 1st, 2008 · No Comments

Last week’s question of resiliency or reluctance at 14,000 for the Nikkei 225 Stock Average was answered, somewhat predictably, with another late-week rally. The Nikkei ended the week higher by 2.3% to 14,338.54 and the broader TOPIX, which rose by the same amount, recouped the 1,400-level (1,408.14) for the first time since January 10th.
This week, […]

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Tags: Hedge Funds · Shareholder Value · Weekly Outlook