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...
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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...
492 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....
462 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...
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Japan: Upcycle Intact
Following 3Q’s contraction, economic activity rebounded in the final quarter of 2018 led by investment spending. Global trade tensions and the...
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