Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.
Avoiding freezing of US-China ties
Joining Shanghai and Hong Kong offices
Liontrust's Williams: Publicity around Trump's trade war will far outweigh long-term economic impact
What is the real impact of escalating China/US tensions?
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).
IA Global sector bestselling
This week's tables
Barclays Smart Investor takes a look at markets
Global and Asia funds among list
Evolution of the current business cycle a boon
Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.
US becoming insular
Protect your investments or do nothing?
Beijing taking on Silicon Valley for tech supremacy
Joined with Chinese asset manager Ping An
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
Negative impact of US tariffs
Since November 2008
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...
A litany of problems on Capitol Hill
Economy still strong