Japan Outlook - Every Reason To Overweight
We are overweight Japanese equities but the stock market’s performance so far this year has been disappointing in our view. The Nikkei 225, up 0.4%...
416 Views
Asia Trade & Growth - Separating Facts From Noise
News headlines have been dominated by the escalating trade war, concerns that Chinese growth is slowing and that the best is behind for the global...
374 Views
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...
450 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...
434 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...
399 Views