Search Results for: Japan

Flows to Japan Equities Will outflows from Japan equities persist? Image: BofA Global Investment Strategy

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

Japanese Banks Stock Price Index vs. Japanese Stocks Should investors favor Japanese bank stocks, as Japanese government bond yields are rising? 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

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