Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
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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...
345 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...
437 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...
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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....
476 Views