There's undeniably been a lot of focus on the possibility that overseas investors will sell US assets over concern about things like stretched equity valuations,...
Investors may face two levels of concentration risk: too much concentration in the US, and too much concentration in certain stocks that have driven US outperformance.
Turmoil in risky assets such as equities might have been sparked by concerns about the US economy but, in reality, we think that the rapid unwinding of yen-funded trades...
Public investment is expected to soar in the last months of 2022, giving a big push to various sub-industries.
VN
EN