Ten potential market surprises for Japan in 2018

clock
Jesper Koll, head of Japan at WisdomTree
Image:

Jesper Koll, head of Japan at WisdomTree

Jesper Koll, head of Japan at WisdomTree, takes a closer look at the 'outlier scenarios' he worries could have large investment implications.

It is that time of year when economists and strategists present their forecasts for the year ahead. Quantitative forecasts are based on probability models that cannot help but assume the future will be correlated to the past, and qualitative scenarios are based on, well, a combination of experience and common sense. Either way, most methodologies it would seem leave little room for discussion of true outliers and surprises. This article attempts to address this deficiency. Here are the outlier scenarios that I personally worry could have large Japan investment implications. By definition...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Asia

Amazon shares are down 40% from its peak

Growth stock pickers feel like 'a kid in a candy shop'

'It is time to go shopping'

clock 22 June 2022 • 4 min read
Jacob Mitchell of Antipodes Partners

Chinese optimism on encouraging policy rhetoric

Property developer debt about 30% of GDP

Jacob Mitchell
clock 21 June 2022 • 4 min read
Dale Nicholls, portfolio manager of the Fidelity China Special Situations trust

Fidelity's Nicholls bets on Alibaba and ByteDance

Predicts short-term slowdown

Elliot Gulliver-Needham
clock 26 May 2022 • 3 min read
Trustpilot