Japan’s financial markets suffered more than most in the early August global market correction. While this shows the perils of leveraged carry trades based on a weak yen, the investment case for the country remains positive.
For a year now, equity markets have been running ahead of the money supply. You can look at it one way or another, but stocks have one less stimulus to benefit from.
By: David Bianco
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Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
