5 Things We Watch – PMIs, FX, Japan, Brazil, Inflation
Welcome to this week’s edition of ‘5 Things We Watch’, where we take you through 5 things that we have found particularly interesting in the past...
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Taiwan- Destined To Outperform
Our money is on Taiwan. The pandemic is behind, the economy is rebounding faster than anticipated. Underlying fundamentals are supportive of the...
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Japan - Recovering But...
The pandemic is behind, but Japan is not out of the woods. The economic recovery has been weaker than anticipated given that there was no lockdown...
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Japan's Mr Suga: Same, Same No Different
Mr Yoshihide Suga won by a landslide the ruling Liberal Democratic Party’s 14 September, leadership election to succeed Mr Shinzo Abe as prime...
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Japan & Covid-19 - A Dog's Dinner
We are disappointed by the handling of the heath crisis in Japan, which compares poorly with regional peers – Korea, Taiwan and Singapore. The...
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