As Japan moves into the Typhoon Season, the outlook for the stock market becomes even cloudier. At f...
As Japan moves into the Typhoon Season, the outlook for the stock market becomes even cloudier. At first glance, exogenous factors such as the weakness of the euro, high oil prices and US volatility seem to provide an unstable foundation for Japanese equities. However, we believe that investors have exaggerated the scale of these adverse influences and an opportunity for fruitful investment exists. Firstly, Japanese exporters have underestimated the fall in the euro but they have also misjudged the strength of the US dollar. The outcome for a Japanese company's profits is generally more n...
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