'The biggest threat to global markets'
Global markets have fluctuated since the end of 2017, due to the Federal Reserve's accelerated tightening, trade frictions and European political risks.
INDUSTRY VOICE: At first glance, Japan appears to be in a sweet spot. A combination of structural reforms, a stable political environment and consistently easy monetary policy has revitalized the country's economy since 2012. The country has also become...
Stronger yen will translate into larger current account surplus
PARTNER INSIGHT: Japanese equity valuations remain attractively valued relative to the rest of the world. As shareholder friendly reform gathers pace, where are the opportunities for active managers in Japan over 2018?