Japan Equities - Time To Shine
We are overweight Japanese equities and expect the stock market to outperform from here as investors hedge against regional peers more dependent on...
539 Views
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%...
565 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...
438 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...
572 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...
561 Views