Is the Japanese sun finally rising?

In today’s episode on 22nd August 2025, we tell you why S&P Global hadn’t upgraded India’s sovereign credit rating for 18 years, and why it has finally done so now. 

In today’s episode on 21st August 2025, we tell you why China’s $11 trillion stock market has been an underperformer, what’s been done to fix it, and how it all compares to India. 

In today’s episode on 19th August 2025, we tell you if Kodak is on the verge of shutting down and whether its unlikely bet on pharma could keep the shutters open. 

It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place to win big on today’s shifting geopolitical landscape. Japan is full of high-quality companies, its stock market just hit a 33-year hig ... Show More

Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist investors are taking an interest in the market for the first time in decades. An ... Show More

Many investors believe that the value of Japanese stocks will dip as the yen gets stronger. Here’s why we’re forecasting ~10% growth. ----- Transcript -----Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan Stanley's Asia and Emerging Market Equity Strategy team. Alo ... Show More

Long regarded as an undervalued and overlooked market, Japan has been undergoing a profound transformation. The renewed interest in this market stems from a variety of factors— including revamped investor sentiment, evolving macroeconomic conditions and compelling corporate refor ... Show More

While recent news of a potential debt deflation loop in China’s equity market is causing concern for investors, Japan’s equity market resilience may bring optimism. ----- Transcript -----Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan Stanley's Asia and Emerging M ... Show More

The S&P and Dow both closing at records for the second day in the row, and a handful of consumer names from Marriot to Mastercard also hitting all-time highs during the session. So what’s become of this slowdown we were all expecting? Plus, Japan’s stock market is at 34-year high ... Show More

The week starts moody in Asia, as economic data from China and Japan missed estimates early this Monday. Crude oil begins the week under selling pressure around the $91 per barrel. US index futures are down, but interestingly, the European futures were better bid in Asia; but new ... Show More

Les valeurs technologiques et le Japon montent. La Chine hésite. La Fed est sur la touche. Bienvenue en 2023. Plus sérieusement, le début d'année 2024 est toujours très favorable pour les actions, alors que les ultimes publications de résultats 2023 des grandes entreprises sont e ... Show More

In our end-of-week wrap of Global Markets, we discuss: **Nvidia’s Market Triumph**:Nvidia shattered records with the largest single-day market gain in history, adding an astounding $277 billion to its value. This monumental surge propels Nvidia into the ranks as the third-largest ... Show More