Japanese Equities, Ex-Financials, Since 1980

Japanese Equities, Ex-Financials, Since 1980 Japanese equities, ex-financials, have had a very honorable past decade. Are Japanese equities still a good bet? Image: Gavekal, Macrobond

GDP Indexes – China, U.S., Japan and EU

GDP Indexes – China, U.S., Japan and EU China is experiencing a strong V-shaped economic recovery and is expected to provide a boost to the rest of the world. Image: Gavekal, Macrobond

Japan and Global Equity Markets

Japan and Global Equity Markets With a soft domestic economy, Japan’s equity market has lagged global equities. Image: Gavekal, Macrobond

U.S. Dollar vs. Japanese Yen (USD/JPY)

U.S. Dollar vs. Japanese Yen (USD/JPY) This chart also suggests that the U.S. dollar remains relatively strong despite Fed action. Image: Alpine Macro