As Japan economy continue to recovery from the Delta outbreak, Japanese equities which have relatively low valuation vs other markets (forward P/E of TOPIX is about 14.3x vs MSCI ACWI of 20x) and have more cyclical sectors vs other markets (EU markets also have good cyclical exposures) should benefit from post-COVID recovery or reopening plays. Moreover, the BOJ...
To capture some benefits from the domestic recovery in Japan after the COVID-19 outbreak subsides, Japanese Small & Mid Cap stocks could be an interesting idea to explore.
Also with USDJPY recently reaches new high over multiple years, fluctuation in USDJPY might not be good for Large cap stocks. Another concerns for Large cap could be global growth uncertainty...
Vietnam economy has been quite strong so far with brightening economic outlook ahead (GDP growth for 2023 could be > +6%y/y).
However, recently the stock market ( HOSE:VNINDEX ) has performed poorly which could be due to weak sentiments among local investors due to lots of rumors, stock/bond manipulation crackdown and fears of further monetary tightening from the...
Growth stocks like FANG+ members will definitely prevail in the post COVID-19 world where cost of funding (interest rate) will remain Near Zero for Longer, investors' appetites for yields/risky assets could be high and slow global recovery (growth will be preferred).
