Japan: Where to Next?
Maintain an overweight on equities but hedge against yen weakness. Japanese business cycle indicators remain broadly positive, underpinning...
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The Taiwan Question
Expect Taiwan equities to continue outperforming due to positive economic and corporate outlooks, despite declining China dependence and...
144 Views
Investing In The Era Of Fiscal Activism
Diversify out of US and European sovereigns into Indian, Indonesia, Taiwanese and Korean. In the current era of fiscal and political activism...
289 Views
India: Diwali Bonus
Since our tactical short on the BSE Sensex on 24 September, the index has dropped 7.5%. This dip presents a buying opportunity, as India remains a...
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