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...
436 Views
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...
478 Views
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...
524 Views
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...
439 Views
BOJ Brings a Bigger Bazooka
As of this morning's BOJ Meeting and Monetary Policy Statement, we have the first explicit version of QE Unlimited. This is not unexpected. The...
387 Views