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...
451 Views
Asian Exports - Rising But Set To Moderate
For now Asian export upcycle continues, underpinned by buoyant global demand. We suspect though the best maybe behind and that Asian overseas...
412 Views
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