Tag: japanese equities

Arcus Valuation Chartbook (Q1 2020)

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(Apr 2020) In our new quarterly chartbook, Mark shows how Japanese value stocks have performed over the short and longer term

From Abenomics to Coronanomics

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(Apr 2020) Peter considers the differences between the current Coronavirus crisis and the Global Financial Crisis of 2008 and the potential implications for Japanese equities.

After the Fall

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(Mar 2020) Mark and Ben compare the current state of the market and our funds with those experienced during the TMT shock of 1999/2000 and the GFC of 2008. They also explain their views on some stocks widely held by growth managers as well as those value stocks which they consider particularly compelling at present.

Rebooting Abenomics

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(Feb 2020) Peter reviews Japan's poor fourth quarter GDP data and the prospects for a wave of fiscal activism across the globe as well as a reversal in rates.

Henka変化: Japanese Corporate Transformation

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(Nov 2019) Mark analyses corporate earnings in Japan and how big trends in this area are affecting Arcus' day-to-day investment decisions.

Fortune Rota Volvitur: Part 5

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(Jan 2019) Mark's thoughts on the current state of the Japanese market as well as some retrospective reflections.