For EM investors, China’s renewed confidence in its technological and industrial base — set against the backdrop of a slowly recovering domestic macroeconomic cycle — offers a compelling diversification opportunity, particularly as the narrative of U.S. exceptionalism continues to come under pressure.
Global Equity Investment Outlook – Q3 2024
The recent swings in equity markets have prompted some to question the Japanese equity market renaissance. In this article, we explore the reasoning behind our stance on Japan and assess whether any recent developments have shifted our perspective.
