For TGG, the three buzzwords in Asia are: Korea, China and Japan. Korea remains the cheapest market in the world, China despite its slowdown still seems to have companies not trading at expensive valuations, and Japan has come a long way in its corporate governance. Find out more: Show More
As the valuation gap between the US and the rest of the world narrows, we see value opportunities outside the US. Show More
Saxo Bank’s chief economist and CIO Steen Jakobsen maintains a critical view on Japan’s so-called ‘Three Arrows’ plan. He says when the programme was introduced by Japanese Prime Minister Shinzo Abe in late 2012, it was easy to see why the legend of the three arrows would fit with Japan’s... Show More