Lots More on Why Japanese Stocks Are Surging

We love talking about money. And of course, we love talking about the dollar, in all its varieties — from bank deposits to eurodollars to stablecoins. But what fundamentally is a dollar and who actually controls it? To understand these questions, you really need to understand how ...  Show more

As our listeners know, restaurants are great microcosms for macro-economic trends. They sit at the intersection of everything from consumer confidence to commodity costs to the labor market. So on our recent visit to London, we wanted to learn about the business of pubs. Accordin ...  Show more

It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place to win big on today’s shifting geopolitical landscape.

Japan is full of high-quality companies, its stock market just hit a 3 ...

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

----- Transcript -----

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

The Interview: Recorded on December 14, 2020. David Salem, managing partner of Windhorse Capital Management, welcomes Andrew McDermott, president of Mission Value Partners, an investment firm that invests almost exclusively in Japanese equities. McDermott argues that Japan is a h ...  Show more

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.

----- Transcript -----

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