Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.
NN Investment Partners' Robert Davis asks if the market has fallen in love with the 'story' at the expense of remembering valuations.
Opportunities in the IT sector
Underperformed other developed markets
So far this year, we have seen Japan's equity market rising on the back of a supportive global backdrop, a relatively stable currency and healthy corporate earnings growth.
China has improved in last 18 months
On 70th anniversary of India's independence
Manager of the India Capital Growth IT
In the years prior to 1997, the countries known as the Asian tigers (Indonesia, South Korea, Malaysia and Thailand) experienced extraordinary economic performance along with macroeconomic stability.
Korea performed well
Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.
Three macro trends should shape the Japanese economy over the next couple of years.
Unusually compelling valuations
Co-manager with Edmund Harriss
M&G's Johan Du Preez
Rising female employment rate
Both agree urbanisation to provide significant boost
The issues facing Japan with respect to its ageing population are well documented.
With 17,000 listed companies in Asia Pacific ex Japan, the search for good quality businesses available at attractive valuations is immense.
Since China launched its $600bn stimulus in 2008 as a response to the global financial crisis, investors have waited for the hangover to arrive as debt levels continued to mount.
Set to decide on 20 June
Heartwood's Michael Stanes