Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
446 Views
Japan: Don't Hold Your Breath
We have been losing confidence in the Japanese growth story for some time, arguing that the best is behind. The reason for staying long Japanese...
622 Views
High Savings - The Curse Of Plenty?
The so called global savings glut is a popular theme among mainstream economists and an excuse frequently used by global central bankers to explain...
617 Views
Asia - Outlook Brightens
The final quarter for 2018 was a tough one for investors and exporters alike. 2019 got off to a weak start as well. The worst is behind though....
713 Views
Japanese Inflation - Much Ado About Nothing
Japan’s policymakers continue to fret about the lack of inflation but it is worth remembering the norm globally and historically is for the price...
655 Views