Country Focus
The Curious Case Of Japanese Equity Underperformance
Since the beginning of the calendar year, global stock prices have risen roughly 10% in US$ terms. The Japanese equity market, by contrast, has barely risen, resulting in a whopping 8.5% underperformance. Most of this underperformance has occurred since…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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