Cherry Reynard, Author at Fund Selector Asia

Rising inflation brings Japan back into focus for investors

Yen weakness has masked relatively robust outlook for corporate earnings.

But easing of restrictions could open the Covid floodgates or heap more misery on global inflation woes.

After a chastening year, JP Morgan tips an old favourite to come roaring back.

India offers investors upside surprise but it does come at a premium.

Higher rates are not yet fully priced into stock markets, warns Columbia Threadneedle’s Anwiti Bahuguna.

And as the growth vs value debate rumbles on – investors could be better served seeking quality

But equity investors should not be running for cover yet, according to optimistic asset managers.

As global risk-off sentiment makes bad situation worse for EM equities.

Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull.

Covid and a decade of loose monetary policy have battered income investors.