Month / November 2023

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  • It’s the yen, stupid!

    In Japan, larger cap growth stocks have rebounded strongly following their US counterparts based on the view that US rates have peaked and we might see rate cuts sometime next term. Indeed,…

  • Japan corporate earnings trends observed from the latest results

    Japan’s corporate earnings season certainly proved eventful, however, surprises were skewed to the downside as we had anticipated. Momentum in share buybacks remained healthy enough but what was notable this season was…