Japan Stocks vs. China Stocks

Japan Stocks vs. China Stocks Japanese equities continue to rise due to attractive valuations and progress in corporate governance, while Chinese equities face challenges such as a struggling economy and geopolitical risks. Image: BofA Global Investment Strategy

Equity – MSCI Japan Market Cap Relative to World Market Cap

Equity – MSCI Japan Market Cap Relative to World Market Cap Considering the improved outlook, attractive valuations, and progress in corporate governance, should investors consider increasing their exposure to Japanese equities? Image: BofA Global Investment Strategy

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

U.S. Dollar to Japanese Yen (USD/JPY) Goldman Sachs has a positive outlook on the USD/JPY currency pair for the next few months, suggesting that the Japanese yen will strengthen against the U.S. dollar. Image: Goldman Sachs Global Investment Research

Performance – U.S. vs. Japan Equities

Performance – U.S. vs. Japan Equities Since January 2022, Japan equities have outperformed their U.S. counterparts. Will this trend persist going forward? Image: BofA Global Investment Strategy

Flows to Japan Equities

Flows to Japan Equities Japan equity funds saw outflows for the first time in eight weeks. Image: BofA Global Investment Strategy

Japanese Yen vs. Swiss Franc

Japanese Yen vs. Swiss Franc The Japanese yen looks cheap against the Swiss franc. Image: BofA Global Investment Strategy

German Stocks vs. Japanese Stocks

German Stocks vs. Japanese Stocks Germany and Japanese equities remain below pre-COVID highs. Image: BofA Global Investment Strategy