While Japan might be set to break free from its deflationary shackles, our positive view on a variety of leading Japanese companies derives more from our bottom-up fundamental analysis than from hopes about the country’s economic transformation.
5 minute read
How the current crisis will unfold is impossible to say but it does not risk hyperbole to suggest that it already promises enormous ramifications for the global economy.
5 minute read
Stock markets have started 2022 on a turbulent note. Despite near-term challenges, we retain a positive view on the long-term outlook for the world’s leading companies.
8 minute read
Despite the various economic and demographic challenges the country faces, Japan remains home to many market-leading companies.
13 minute read
The Covid-19 pandemic may bring about changes in economic and social behaviour. But what of the long-term risks it presents to equities?
11 minute read