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  • Italy is the eurozone economy most likely heading for a ‘lost decade’ download

    White papers 5 November 2019

    As Japan found out the hard way, a healthy banking sector is key to restoring health to an economy. But Europe’s third biggest economy, with its vastly undercapitalised banks, looks destined to remain in the doldrums for some time...

  • Japan’s strengthening fundamentals go unnoticed download

    White papers 19 March 2019

    Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.

  • Japan: Mid-year Review download

    White papers 27 August 2018

    Despite the Japanese economy contracting in Q1 2018, following eight consecutive quarters of growth, the Nikkei started the year very strongly.

  • Is China’s economy turning Japanese? download

    White papers 3 August 2017

    Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.