Are positive rates good news for Japanese equities?
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Dan Carter and Mitesh Patel assess the Bank of Japan’s decision to hike interest rates. Why was the reaction so muted, and is it good or bad news for investors?
Remoteness: Accessing the best of emerging markets
![Remoteness: Accessing the best of emerging markets](https://www.jupiteram.com/uploads/2024/04/a948709806fd1c4c15cb7f3d4e3758d2/jup-2194-jp-sk-remoteness-and-em-10.04.24-web-tile-500x300px.jpg)
Jason Pidcock and Sam Konrad discuss the theme of “remoteness” and highlight where they’re finding the most attractive emerging market opportunities in Asia Pacific.
Global government bonds: opportunities & diversification in emerging markets
![Global government bonds: opportunities & diversification in emerging markets](https://www.jupiteram.com/uploads/2024/04/5797063b8f883e1ecc00edc75b168af2/jup-2174-global-bonds-28.03-web-tile-500x300px.jpg)
Vikram Aggarwal on the outlook for sovereign bonds as inflation eases, the growth of emerging market local-currency bonds and current idiosyncratic opportunities.
Investing in an age of data overload
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Amadeo Alentorn, lead investment manager, systematic equities, discusses how to make investment decisions in a world increasingly driven by large amounts of data.
Australia: The world’s most attractive developed market?
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Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Asia Pacific equities: Enablers of the AI revolution
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Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
India: All eyes on Modi’s prospects amid growth optimism
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Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
European Commercial Real Estate: A mixed bag after recent rally
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Luca Evangelisti, Head of Credit Research, Paridhi Garg, Credit Analyst, and Leon Wei, Credit Analyst, explain the reasons behind the commercial real estate crisis in Europe and examine its impact across fixed income and European financial markets.
Can Saudi Arabia emulate Dubai’s success?
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Reza Karim discusses the key macro takeaways from his recent trip to the Middle East, where he met with dozens of companies across Saudi Arabia, Oman and the UAE.
Asia Pacific (ex Japan): What’s on our minds
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In their latest note, Jason Pidcock and Sam Konrad take a closer look at the latest economic data and news coming from Australia, India and China, as well as the longer-term trends they’re seeing the Asia Pacific (ex Japan) region.