Search Results for: Japan

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

MSCI AC Asia Pacific Excluding Japan Index – MXAPJ Performance Before/After Bear Market Through Since 1970 The MSCI AC Asia Pacific Excluding Japan Index is up 66% from the March lows. The rally is much stronger than previous bounces since 1970.

Equity Prices – Japanese Relative to World Are Japanese equities set to outperform their global counterparts? Image: BCA Research

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

Japanese Equities At All-Time High Japan’s Nikkei 500 hits record high. Image: BofA Global Investment Strategy

Top Decile Cumulative Relative Performance Within Japan Equities Chart suggesting that Japanification favors value. Image: BofA US Equity & Quant Strategy

Top 5 Stocks – MSCI Asia ex Japan Index vs. MSCI USA Index The MSCI Asia ex Japan Index is more concentrated in the 5 largest stocks than the MSCI USA Index. Image: Credit Suisse

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

Regional Share of Global GDP – North America, Europe and Japan vs. Asia ex-Japan Shifting patterns of global growth? This chart suggests that the center of gravity of global growth is shifting toward Asia. Image: BlackRock Investment Institute

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