In the hit TV series Game of Thrones, a common refrain is "winter is coming", writes Amundi Pioneer Asset Management's Andrew Acheson.
This is intended to signify not only the coming change in seasons, but the need to be prepared for difficult times ahead. In the series, seasons last a decade or more, so the pending arrival of winter...
Japanese stocks have more than doubled their returns since December 2012, on the back of Abenomics, but many investors are still not convinced of the sustainability of the rally.
Shares up 15% on Friday