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Flat All Positions From November 15 to December 5

The Fed Cuts Interest Rates, Our Views

After a series of long positions in major indices and blue chips in the US and Japan, we are now seeing markets a tad over-extended and tired, so being flat or even light makes sense. The S&P 500, Kospi, Nikkei 225 and other indices could come under pressure in the coming weeks, perhaps from November 15 to December 5.

Focus will of course remain on the US-China trade talks, fundamentals expansion trajectory, earnings, and the Fed. We expect market softness to last for two to three weeks and would be ready to refocus on the blue chips – Sony, Taiyo Yuden, Nidec, Toyota, Hitachi, Suzuki Motors, Onward and others – when the market finishes its price search in the coming weeks. More on these ideas in the coming days and weeks.

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