We see Japan stocks climbing higher on robust earnings, corporate reforms and a Bank of Japan likely worried about returning to a chronic deflationary mindset.
We see emerging markets better withstanding volatility and benefiting as supply chains rewire. We switch our EM debt preference to hard currency from local.
Strategic rivalry between the U.S. and China is creating a bipolar world.
How’s China’s economic restart looking? And what does it mean for investors?
Ben Powell writes that China may change policy at the delayed National People’s Congress in three key areas: the GDP target, household registration reform, and – crucially for markets – fiscal stimulus.
