Japanese equities have been the star performer since September – rising more dramatically than their global peers in a response to a perceived thaw in U.S.-China trade tensions. Yet we maintain our underweight on Japanese equities: They are particularly vulnerable to a growth slowdown in China, and we see no sustained letup in the protectionist […]
source https://thebtrader.com/2019/10/17/japanese-equities-still-in-the-doldrums/?utm_source=rss&utm_medium=rss&utm_campaign=japanese-equities-still-in-the-doldrums
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