Economics for Investment Q2 - Is it over yet?

Our latest Economics for Investment flagship publication provides clients with detailed economic and market information on the major economies - US, China, Eurozone, UK and Japan. The Iran war is dominating markets at the moment. If the just-agreed cease-fire leads to a settlement and energy prices recede, then the positive economic outlook reflected in stock markets in January/February could resume. However, a prolonged energy shock would slow economies sharply, potentially leading to recession.

The Focus section looks at the outlook for Japanese stocks, noting that while the Japanese economy overall is the least productive in the G7, some of its medium and large companies are highly competitive. Also, we argue that fears over Japan's high government debt are overdone because the Japanese government also has substantial financial and real assets.

For a copy of our report please email info@tricio-advisors.com