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