Market Focus
Every Dog Has Its Day
In a Daily Insight on 1st April, we discussed why Japan has lagged global markets during the equity rally, despite its cyclicality, large exposure to China, and tilt towards manufacturing. Year-to-date, Japanese equities are up only 3% in USD terms,…
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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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