As the valuation gap between the US and the rest of the world narrows, we see value opportunities outside the US. Show More
Japanese stocks
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