https://www.scmp.com/rss/503573/feed Paras Anand is chief investment officer, Asia Pacific, at Fidelity International. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Team Japan pulled off its best Olympic performance in the Tokyo Games, winning 27 gold medals. Likewise, in the long run, the nation’s markets are poised to perform well as they appear well-positioned for a period of higher inflation in the wake of record stimulus spending globally. No doubt, it takes courage to forecast a revival of Japan’s stock market following decades of deflation and sluggish domestic growth that has culminated in “Japanification” becoming a byword for economic atrophy.... https://www.scmp.com/comment/opinion/asia/article/3146589/why-japans-stock-markets-look-good-bet-era-rising-inflation?utm_source=rss_feed https://www.scmp.com/comment/opinion/asia/article/3146589/why-japans-stock-markets-look-good-bet-era-rising-inflation?utm_source=rss_feed Sun, 29 Aug 2021 06:30:18 +0000 The US-China phase one trade truce has been largely welcomed by markets and it has been interesting to see estimates of economic and corporate earnings growth being marked up as a result. However, with the recent outbreak of the coronavirus weighing heavily on markets, investors perhaps haven’t had the opportunity to reflect on the wider implications on the deal. Even if we put to one side the fact the deal lacks detail and is far from comprehensive, the last few quarters offer evidence that the... https://www.scmp.com/comment/opinion/article/3048945/despite-us-china-trade-deal-investors-should-brace-widening-chasm?utm_source=rss_feed https://www.scmp.com/comment/opinion/article/3048945/despite-us-china-trade-deal-investors-should-brace-widening-chasm?utm_source=rss_feed Wed, 05 Feb 2020 19:00:08 +0000