japan | The Property Chronicle

The Japanese stock market is not yet overvalued

by Matein Khalid | Oct 23, 2017 | The Macro View

Japan experienced two “lost decades” of deflation and financial distress after its stock market and property market bubble burst in 1990. The Nikkei Dow index experienced one of history’s longest, most savage bear market, falling from 39,000 in December 1989 to as low...

The bullish case for Japan’s undervalued stock market

by Matein Khalid | Sep 11, 2017 | The Macro View

The North Korea crisis has led to a 1000 point decline in the Nikkei. Japan is the cheapest developed world stock market in 2017. Any spasm of risk aversion leads to a rise in the Japanese yen and a correction in its Nikkei Dow averages lower. The Japanese stock...

The hunt for value in global equities

by Matein Khalid | Jul 25, 2017 | The Macro View

The US stock market has been resilient to the political and policy firestorms created by the Trump White House. Trump’s failure to enact tax reform or a major fiscal stimulus has restrained but not destroyed the ‘animal spirits’ of the Wall Street bulls,...

The latest on oil and gas shares

by Matein Khalid | May 16, 2017 | The Macro View

The 11% fall in the price of crude oil in the past month on panic selling in the energy futures pits of New York, London and Singapore has unnerved the world’s leading oil and gas exporters. Saudi Arabia will both extend last November’s OPEC output deal beyond and...