Japan - Regional Outperformer Despite 3QGDP Setback
The Japanese stock market is down in the current year to date, like other regional bourses but on a relative basis the Nikkei 225 is an...
402 Views
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...
427 Views
Asia's Response To Mr Trump - Accelerated Regional Integration (Part 2)
Regional integration is Asia’s future as the North comes to grips with demographic challenges. Rising US protectionism and China’s Belt and Road...
400 Views
Asia's Response To Mr Trump - Accelerated Regional Integration? (Part I)
Intra-Asian economic, trade and capital linkages have strengthened, especially since the global financial crisis. Asian businesses are already...
400 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%...
429 Views