What should investors look out for?
How are companies weathering trade war storms?
After many years, Indian corporate earnings seem to be accelerating, with around 20% growth expected over the next couple of years.
We are excited and bullish about the opportunity set in Japan both from an equity and multi-asset, risk-adjusted perspective.
When it comes to the Japanese market currently, cash is in abundance, valuation metrics are not stretched and corporates have the capacity to increase returns to shareholders.
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