Mark Headley
Mark Headley
dynamic government japan less reality
We need a reality check. Japan has still got a challenging demographic profile, managements that are less than dynamic and a government that is still very bureaucratic.
absurdly asia companies everybody great half last people ran second
Everybody just fled Asia in the second half of last year. People ran from Asia in great droves...A lot of high-quality companies were absurdly oversold.
growth higher interest rates
Higher interest rates in the U.S. were really strangling growth in Asia.