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bullish
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Macroeconomics
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25 Sep 2020 22:43
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...
Sharmila Whelan
353 Views
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bearish
•
Macroeconomics
•
07 May 2020 22:09
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...
Sharmila Whelan
334 Views
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bullish
•
Macroeconomics
•
27 Apr 2020 12:40
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...
Travis Lundy
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271 Views
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bullish
•
Macroeconomics
•
21 Feb 2020 20:35
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...
Sharmila Whelan
314 Views
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bullish
•
Macroeconomics
•
10 Jan 2020 19:31
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...
Sharmila Whelan
333 Views
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