Japan could prove the big global winner from the rise in US yields that followed Donald Trump’s win in the presidential election. Signs were already encouraging that Japan’s cycle was improving and... Read More
Investors everywhere are fixated on the possible actions of policymakers at the Bank of Japan later this month. Here’s why: The BOJ is at the forefront of central banks’ efforts to stimulate... Read More
Asia-based strategist Paul Cavey shares his views on what lies ahead for Japan and China. He focuses in particular on the impact of the BOJ’s negative-rate policy and on developments in China and their... Read More
The current market consensus on China is that the economy was at a great risk of a hard landing, and that this deterioration prompted the government to devalue the renminbi on August 11. However, this is only... Read More
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