Why a yen hedged Japanese equities portfolio is absolutely essential. […]
The Japanese stock market is not yet overvalued Why a yen hedged Japanese equities portfolio is absolutely essential
abenomics
The bullish case for Japan’s undervalued stock market Why Japan is the cheapest developed world stock market in 2017
Why Japan is the cheapest developed world stock market in 2017. […]
Can UAE emerge as an aircraft leasing hub? Plus my thoughts on Central Europe and the dollar
I was stunned to read a Boeing report that forecasts that the global passenger jet fleet will more than double to 45,250 by 2035. Given that almost 20,000 of the world’s in-service aircraft will be retired or converted to freighters in the next decade, Boeing forecasts at least $3 trillion in financing for 40,000 odd […]
