EM External Debt Sustainability Scoreboard - Asia Stands Out
Concerns about Asian external debt sustainability and corporate foreign currency leverage are overblown. If investors are worried about the EM6...
605 Views
Japan- China Relations - At Pivot Point?
Japan-China trade relations – Reaching a pivoting pointMr Trump’s trade war on the rest of the world is uniting friends and foes. This week Japan...
599 Views
Japanese Firms - Growing Resilience, Overweight Equities
We are overweight Japanese equities and a lot more optimistic than the government and Japanese companies about the outlook for growth and corporate...
551 Views
Trade Wars - The Good, The Bad And The Ugly
It was a given that the Quebec G7 Summit was going to be tense, possibly acrimonious. But it turned unexpectedly ugly following Mr Trump’s highly...
189 Views
Japan Wages & Consumption - Catching up Finally!
We are overweight Japanese equities. It is one of our high conviction calls for 2018.Growth faltered in the first quarter, but that was an...
211 Views