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
Improved engagement
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.
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.