Should Euro-Area Exporters Worry About a Weaker Yen?
Darren Williams (pictured) and Guy Bruten As the yen continues to plummet, exporters around the world are growing concerned that Japanese rivals may gain a competitive advantage. But our analysis suggests that the euro-area economy may not be quite as vulnerable as widely perceived.
read moreInvestors Vote for Equities as Japanese Elections Near
Takeo Aso and Nicholas Davidson Current bearishness on the yen is reigniting investors’ interest in Japanese equities. In our view, yen weakness is likely to continue and may help boost the Japanese equity market, with undervalued companies poised to benefit most.
read moreJapanese Carmakers Can Surmount Backlash from China Dispute
Takeo Aso and Atsushi Horikawa The territorial dispute between China and Japan is clouding the outlook for Japanese automakers. But we think that bilateral business pragmatism will eventually trump the current political tensions.
read moreIs a Japan-Style “Lost Decade” Ahead for the US?
The laborious pace of the US recovery has inevitably fostered comparisons with Japan. But we find several reasons why a protracted slump like Japan’s is unlikely, as my colleague Gerry Paul argues below.
read moreWhy Japanese Equities?
At today’s valuations, we believe that Japanese equities offer an exceptional investment opportunity.
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