Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.
Japanese companies (ex-financials) are guided for recurring profits to grow 5%, according to a Goldman Sachs study, after growing 3% last year. According to the same study, sales and profits are expected...
The US dollar is close to peaking and the risks now seem to be on the downside.
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