Search Results for: Japan

Japanese Banks Stock Price Index vs. Japanese Stocks Given the increase in Japanese government bond yields, should investors favor Japanese bank stocks? Image: BofA Global Investment Strategy

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

Valuation – Price-to-Book Ratio – MSCI Japan Index vs MSCI ACWI ex Japan Index Warren Buffett’s positive view on Japanese stocks has raised the question of whether it is the right time to consider investing in them. Image: Morgan Stanley Wealth Management

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

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

Gold in U.S. Dollar vs. Gold in Japanese Yen vs. Gold in Euros Should markets be worried about an international liquidity crisis? Image: Gavekal, Macrobond

Policy Rates in Japan, in Europe and the U.S. Are ultra-low interest rates here to stay? Image: BofA Global Investment Strategy

Exchange Rate, Yen Per Dollar and 10-Year Real Yield, U.S. Less Japan The disconnect in real rates extends to the currency market. Image: Morgan Stanley Wealth Management

Equities – MSCI AC Asia Ex Japan Index (Price and EPS) and Asia Pacific Ex Japan (Inflation) Generally, stocks tend to perform well in a moderate inflationary environment. Image: Goldman Sachs Global Investment Research

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