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...
86 Views
Japanese Capex - Of Japanese Firms and Indian Mothers
‘Modesty is a virtue’ is a value clearly Japanese companies believe in and one that my mother tried hard to inculcate in me albeit a slightly...
107 Views
A Wake-Up Call for Japanese Policymakers.
After 2 years of consistent growth, the Japanese economy contracted in the 2018 January-March quarter. While it is a disappointing result, we think...
121 Views
China-Korea-Japan Trade: Thank You Mr Trump!
China, Korea and Japan, met in Tokyo this week for a trilateral business summit, the first since 2015, to discuss regional trade and North Korea....
98 Views
Japan: Wages Finally on the Rise
Wages in Japan seem to be finally on the rise. According to the preliminary wage report for March 2018, regular wages in Japan rose by 1.3% year on...
114 Views