27 March 2024
If we look at the major central banks worldwide, it would appear that inflation is under control, and unemployment has not spiked, which for many suggests "immaculate disinflation". This scenario involves high inflation eventually being brought under control without what many would see as a natural increase in unemployment. However, this may not be the case worldwide.
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20 March 2024
It is no secret that investors seem to be re-engaging with the FinTech sector, with global interest rates set to fall and investors looking for growth opportunities. Southeast Asia is a hive of FinTech companies, leading the world in a range of different technology based products and services. Unsurprisingly, a recent report by UnaFinancial suggests significant short to medium term growth in the Southeast Asia financial technology sector.
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13 March 2024
While the Japanese economy is improving and we are on the verge of moving from negative to positive interest rates, there are still many challenges ahead. We know the Bank of Japan is on the brink of increasing interest rates for the first time since 2006, but they need to appreciate the broader repercussions.
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06 March 2024
Recently, we have seen a lot of press coverage on the Indian and the US stock markets, both of which have been booming. In fairness, the Japanese stock market recently hit an all-time high, but this was after 34 years and in real terms, it is much different.
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28 February 2024
Those who follow the APAC region will be aware of Japan's thriving stock market, exceeding the previous all-time high after a 34-year wait. Bizarrely, while interest rates are still in negative territory and economic concerns prevail, we are seeing stock-market valuations last seen before many of the batch of current traders were even born. We also know that only a fraction of Japanese household cash reserves are invested in the market, leaving potentially huge upside even from these record highs.
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22 February 2024
The old Oracle of Omaha has done it again, spotting an arbitrage opportunity when the Japanese stock market began to show signs of life. While this man has built his entire fortune on value, value and better value, this is the first such arbitrage situation to emerge in Japan for many years. With a mixture of improved performance and investor perceptions, Warren Buffett is now sitting on a significant return.
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