Month / May 2023
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BoJ’s chief looking to be moving the policy goal post
BOJ cheif, Ueda-san’s latest admission that the central bank’s outlook for falling inflation rate could be wrong was significant. His comments may imply that the bank could be considering dropping its insistence that…
May 28, 2023 -
Japan stocks back in vogue while we continue to prefer domestic plays
Following the last two weeks of client visits in Asia, we came away somewhat surprised about how quickly sentiment has turned very positive on Japanese stocks. To be sure, China’s disappointingly uneven…
May 20, 2023 -
Japan’s domestic-related stocks likely to continue to outperform exporters
Thus far, Japan’s stock market has been behaving relatively well with higher shareholder returns having provided a big boost to sentiment. With Japan’s corporate earnings season half way through its conclusion, we have…
May 6, 2023
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