J.P. Morgan advises caution as global risks shift
Growth gap between European and US is narrowing
Growth gap between European and US is narrowing
Managed by Doug Ledingham
Aims to encapsulate 90% of the investable Japanese equity market
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
Fund managers discuss where they are finding the most attractively-valued stocks Since Warren Buffett got involved, the world has gone crazy for Japan. The Nikkei is up 23.4% for the year to date (to 10 July 2023). That puts it 8.8%, 11.2% and 25.8% ahead of the S&P 500, Eurostoxx 50 and FTSE 100 respectively.…