Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

<p>We have been losing confidence in the Japanese growth story for some time, arguing that the best is behind. The reason for staying long Japanese equities is the underlying strength of corporate balance sheets. We prefer Japanese companies that are globally diversified especially those invested in the regional growth story and those increasing exposure to China’s Belt and Road Initiative.</p>

We have been losing confidence in the Japanese growth story for some time, arguing that the best is behind. The reason for staying long Japanese equities is the underlying strength of corporate balance sheets. We prefer Japanese companies that are globally diversified especially those invested in the regional growth story and those increasing exposure to China’s Belt and Road Initiative.

MSCI AC Asia ex Japan Index (MXASJ INDEX)

Japan: Don't Hold Your Breath