In today’s complex global economy, currency fluctuations play a crucial role in shaping investment outcomes. Liqian Ren highlights an aspect that often goes unnoticed—the positive impact of weak currencies for Japanese and European companies and U.S. tolerance of it as a check on Chinese exports.
Read the article
Following the collapse of the yen, Japan is facing a bit of inflation shock. Jeff Weniger dives into its impact on wages, investments and corporate governance.
Read the article
Following the surge of Japan’s Nikkei 225, China has recently announced a series of initiatives that could partially clean up the fraud and market manipulation that tarnishes the market’s image. Jeff Weniger explores the potential impact of these reforms, dividend strategies in China and the Stock Connect program.
Read the article
Goldman Sachs recently identified another basket of stocks, the “Seven Samurai,” which includes seven Japanese companies that have contributed significantly to equity returns in the domestic market. Hyun Kang reviews the performance of these companies compared to the Magnificent Seven and discusses how to seek exposure with the WisdomTree Japan Hedged Equity Index.
Read the article
Japanese equities have been outperforming over the past year. Jeff Weniger highlights the key factors driving this performance and looks at our Japan strategies.
Read the article
South Korea is a peculiar country for asset allocators. Jeff Weniger discusses the potential impact of corporate governance reforms on the country’s stock market and emerging markets funds.
Read the article
