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...
396 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...
422 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%...
424 Views
Asia Trade & Growth - Separating Facts From Noise
News headlines have been dominated by the escalating trade war, concerns that Chinese growth is slowing and that the best is behind for the global...
374 Views
EM External Debt Sustainability Scoreboard - Asia Stands Out
Concerns about Asian external debt sustainability and corporate foreign currency leverage are overblown. If investors are worried about the EM6...
450 Views