Section
Japan
150 posts
The Quiet 50% Return Nobody at the Beach Is Talking About | Meb Faber
Listen on The Move While everyone else was at the beach celebrating another S&P up year, global…
The Home Straight: Yields, Earnings, and the AI Economy in Focus
Deutsche Bank Research's September 2026 Monthly Chartbook, "The Home Straight,"1 arrives at a moment of unusual clarity and…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
International equities: From value trap to value creation?
After years of lagging the US, international equity markets are showing signs of a structural shift. Corporate reforms, improving capital allocation and rising returns on equity could support higher valuations and create attractive opportunities for investors as profitability improves across key global markets, outlines Portfolio Manager Faizan Baig and Client Portfolio Manager Callum Rushforth.
Warning Lights On
The global economy is moving forward with warning lights flashing.
Terumo Jumps 84 Spots—Is a Bigger Breakout Taking Shape?
by SIACharts.com Terumo Corp ADR (TRUMY) is demonstrating improving relative strength within the Favored Green Zone in the…
The Next Phase of Broadening: HSBC AM Says the Equity Cycle Is Widening, but the Bar Is Rising
Equity markets have spent much of 2026 leaning on a single sturdy crutch: profits. In its August 2026…
Yen Intervention Narrative: What’s True And Not
by Lance Roberts, RIA Japan didn’t just spark a currency crisis; it reminded everyone that the Fed has…
A Rare Signal: What the U.S.-Japan Currency Intervention Means for Portfolios
The yen has become a release valve. That is Bipan Rai's assessment, and the implications extend well beyond…
The Great Rotation: Momentum, Valuation, and the Emerging Opportunity Set
The investment landscape is undergoing a structural realignment — one that rewards diversification for the first time in…
Japan's Strategic Awakening: Why This Cycle Is Different
by AdvisorAnalyst.com Editorial Team Japan is no longer a single-thesis trade. That is the clearest message from Goldman…
GMO: Japan Equities
The Tide Has Turned—and It’s Still Rising
Quality's Moment: Why the Worst-Performing Style Factor May Be the Best Opportunity in Non-US Equities
by AdvisorAnalyst Editorial Team There is a paradox embedded in the current international equity landscape. The style factor…
Why Tokyo Electron’s Breakout Is Putting AI Chip Infrastructure Back in Focus
by SIACharts.com Tokyo Electron (TOELY) has continued to strengthen its standing within the SIA International ADR Index Report,…
CIO Weekly: Japan Shows Resilience
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Japan's energy import dependence makes it one…
Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap | Jeremy Schwartz and Jeff Weniger
Listen on The Move While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and…