geopolitics

Dan Carter, manager of the Jupiter Japan Income fund, argues that while Japan will no doubt be affected by a possible US-China trade war, the factors that make Japan an investment opportunity are largely disconnected to the actions of Donald Trump and...

'Geopolitics finally has some risk premia'

'Above-average'

Wage pressures increasing

Washington-Moscow relations fraught

Trump's gamble could backfire

Japanese GDP is likely to expand an average 1.7% through March 2019. Growth should be about 1.6% in April through December this year, rising to 1.8% next January through March.

Overseas exposure a benefit

Focus on relations between Pyongyang and the world

Brent crude to remain range bound