Tag: japan

Strategy 2024: Searching for a Soft Landing

13 December 2023 Happy Holidays! Another challenging year is coming to a close. Yes, the US (and global) economy defied expectations of recession. True, the S&P 500 has recorded a 20% gain. However, the rally was narrow: only technology outperformed the market. Indeed, of the 8 market sub-sectors, only tech, industrials, and financials posted positive [...]

Asia: Global Growth Engine in 2021

1 December 2020 As the holiday season approaches, much of the world is battling a Second Wave of the Coronavirus. To be sure, world leaders are confronting unprecendented challenges, and tough decisions are required. Throughout the pandemic, many policymakers, as well as members of the media and general public, portray the options as a choice [...]