Dan Carter, manager of the Jupiter Japan Income fund, argues that while Japan will no doubt be affected by a possible US-China trade war, the factors that make Japan an investment opportunity are largely disconnected to the actions of Donald Trump and Xi Jinping.
Perhaps the most pressing issue facing global markets for the remainder of 2018 is to what extent a self-inflicted trade reversal might affect equities. The spotlight has so far focused on the two biggest...
The US dollar is close to peaking and the risks now seem to be on the downside.
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