Government imposed energy price cap
Look at the data and it is clear that the Japanese economy is showing signs of healthy growth in Q3 of annualised 1.4% in real terms.
Despite remaining expensive
EM value most bullish position
Backing global leaders
Very similar environment to dotcom bubble
Much has been written about the decision to include China A-shares in the MSCI Emerging Market Index. The symbolic importance cannot be overlooked. Whether it will have a significant impact on client portfolios, however, remains to be seen.