Tokyo stock exchange undergoing changes
Suga will not be re-running
This month the Fed surprised by moving its dot plot for 2023 to include two rate hikes - a hawkish divergence from the one rate hike that markets were expecting would be signalled.
Hope for ESG to help market turn around
Going long will pay off for investors
£15bn-23bn of losses could result in annual loss
Japanese equities under the microscope
But opportunity to be found outside of the traditional
While many investors feel they can time markets, we try to avoid making such macro calls and attempt to identify structurally-inefficient markets.