KnowledgeBank

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Equity
Dec 2016
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Macro and market

2017 Investment Outlook

Authors: Nanette Abuhoff Jacobson, ...

Political uncertainty, accelerating growth and inflation, higher yields, a stronger US dollar, the rotation from safety to cyclical sectors, a resurgent commodity cycle — thought leaders from across our...

 

India’s bold moves: Investment implications of recent reforms

Authors: Murali Srikantaiah, ...

Indian Prime Minister Narendra Modi’s efforts to formalise the economy and boost growth are taking shape, creating an attractive entry point for investors.

 

Japan: Corporate reforms starting to bear fruit

Authors: Katsuhiro Iwai, CFA, ...

While macro concerns are making many overseas investors cautious on Japanese equities, we believe that micro reforms are leading to substantive fundamental improvements. Further, the trend towards better...

File under: Stars aligning over Japan

 

Japanese companies: Reshaping for enduring competitiveness

Authors: Victor Cherian, CFA, ...

We believe that the market is underestimating the extent of the improvements in Japanese businesses’ competitive positions over recent years, and this may be creating equity mispricings. We highlight...

File under: Stars aligning over Japan

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