Stabilising economic and corporate earnings growth, improving macro stability and overall accommodative local macro policies have provided a positive anchor for Asia ex Japan assets in the face of elevated global and developed market growth, policy and political risks.
Support has also come from benign global liquidity and policy backdrop. A more aggressive Federal Reserve hiking cycle remains a risk, especially if it is driven more by inflation fears than growth. ...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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