Could China Boom Again In 2021?
China's economy is set to accelerate into 2021 fueled by a rebound in shadow bank lending and spurred by CCP support for enterprise. Against this...
430 Views
Japan - Recovering But...
The pandemic is behind, but Japan is not out of the woods. The economic recovery has been weaker than anticipated given that there was no lockdown...
352 Views
Which Asian Stock Markets Will Out-Perform Over The Next Two Years?
Stock markets are 80% mood-driven and 20% based on fundamentals Risk appetite is both paramount and strongly mean-reverting We can measure what...
330 Views
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...
350 Views
What Warren Buffett Knows About Japan? Is It That Tokyo Stocks Are Now The Cheapest in 50 Years?
Japanese market P/E is lower than Wall Street More importantly Japanese P/E adjusted for liquidity is now at its cheapest for near-50...
495 Views