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 are overweight Japanese equities. It is one of our high conviction calls for 2018.</p><p>Growth faltered in the first quarter, but that was an aberration or at worst a blip. The Japanese business cycle is firmly in the upswing phase. Corporate profits are rising strongly and on the back of it investment spending. As for exports - Japan like the EU is finding out that the US under Mr Trump’s leadership, is neither the loyal friend nor the reliable trading partner it was. Japan has been permanently…</p>

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 aberration or at worst a blip. The Japanese business cycle is firmly in the upswing phase. Corporate profits are rising strongly and on the back of it investment spending. As for exports - Japan like the EU is finding out that the US under Mr Trump’s leadership, is neither the loyal friend nor the reliable trading partner it was. Japan has been permanently…

Japan Wages & Consumption - Catching up Finally!