Japan- China Relations - At Pivot Point?
Japan-China trade relations – Reaching a pivoting pointMr Trump’s trade war on the rest of the world is uniting friends and foes. This week Japan...
439 Views
Japanese Firms - Growing Resilience, Overweight Equities
We are overweight Japanese equities and a lot more optimistic than the government and Japanese companies about the outlook for growth and corporate...
401 Views
Independence Day Delusions, Indian Imports Surge on Smartphone Demand
The Trump administration is claiming US policy independence from the rest of the world, but from energy to industrial supply chains, the negative...
456 Views
Trade Wars - The Good, The Bad And The Ugly
It was a given that the Quebec G7 Summit was going to be tense, possibly acrimonious. But it turned unexpectedly ugly following Mr Trump’s highly...
86 Views
Japan Wages & Consumption - Catching up Finally!
We are overweight Japanese equities. It is one of our high conviction calls for 2018.Growth faltered in the first quarter, but that was an...
87 Views