- Alternative Assets
- Global Macroeconomics
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- Portfolio Management
- Quarterly Global Valuations
- Wealth Management
Japan
Firm
Author
Type
Yen outlook: From carry trade to fiscal worries
Apollo
Torsten Slok
Research
46 Pages
From drift to dynamism: Reinventing Japan to compete in a new era
McKinsey & Company
Jeongmin Seong
Research
62 Pages
Japan’s Strategic Awakening
Goldman Sachs
Hidehiro Imatsu, Yu Itoki
Research
9 Pages
Japan Equities: The Tide Has Turned and It’s Still Rising
GMO
Rick Friedman, John Thorndike
Research
6 Pages
A Tale of Two Countries: The Real Estate Crises in 1990s Japan and Contemporary China
Kenneth Rogoff, Yuanchen Yang
Research
51 Pages
Thoughts From the Road: Japan
KKR
Henry McVey
Research
16 Pages
Outlook for Japan
Apollo
Torsten Slok, Rajvi Shah, Shruti Galwankar
Research
43 Pages
Thoughts From the Road: Southeast Asia
KKR
Henry McVey
Research
9 Pages
Schroders Equity Lens
Schroders
Research
54 Pages
10 for 10: Themes for the Next Decade
Man Group
Henry Neville
Research
9 Pages
Activism at Scale in Japan
Verdad
Daniel Rasmussen
Research
4 Pages
Japan: The Land of the Rising Profits
GMO
James Montier
Research
12 Pages
The Light from the East
Carlyle
Jason Thomas
Research
11 Pages
Japan: Value Stocks Versus Value Stocks
Man Group
Jeffrey Atherton, Adrian Edwards
Research
6 Pages
Japan’s Coming Wave of Reform
Neuberger Berman
Kei Okamura
Research
16 Pages
Japan Value – An Island of Potential in a Sea of Expensive Assets
GMO
Drew Edwards, Rick Friedman
Research
4 Pages
Japan: Opportunities in the Forgotten Equity Market
Man Group
Teun Draaisma
Research
4 Pages
Japan: This Time For The Money
Morgan Creek Capital Management
Research
33 Pages