Natural resource and population tailwinds
The stocks to remember – and the ones to forget
Public consultation reveals investor concerns before further inclusion considered
Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.
New positions set up despite drop in equities exposure
Significant discounts emerging
Japan favourable to China
China has risen fast and accomplished much in 70 years of the People's Republic, but nothing rises smoothly.