162: Is Japan At An Inflection Point?

Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing ol ...  Show more

ETFs in Asia have grown significantly since the global financial crisis, but their role is changing. What began as a way to access markets is now expanding into broader portfolio applications as investors face more complex market conditions.In this episode of The Bid, Oscar Pulid ...  Show more

Many investors believe that the value of Japanese stocks will dip as the yen gets stronger. Here’s why we’re forecasting ~10% growth.

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Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan Stanley's Asia and Emerging Marke ...

While recent news of a potential debt deflation loop in China’s equity market is causing concern for investors, Japan’s equity market resilience may bring optimism.

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Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan St ...

Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist investors are taking an interest in the market for the first time in decades. An ...  Show more

After being sidelined by coronavirus, Weston Nakamura returns to Market Depth with charts and graphics to discuss the Japanese yen edging ever closer to the critical 145 level against USD - currently the single most important market and price level anywhere, as markets are on Jap ...  Show more