How Japan Could Benefit From Strong Dollar Environment
Japan needs a weak yen? Maybe not...
Thanks to its large export orientation, Japan is likely to benefit in a strong dollar environment, notes Morgan Stanley.
Moreover, Pankaj Mantaney and team at Morgan Stanley in their June 15, 2015 research report on “Asia/GEMs Equity Strategy” point out that recent price correction is not enough to warrant an EM upgrade. SORRY! This content is exclusively for paying members. If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.
MSCI EM missed consensus earnings estimates
The Morgan Stanley analysts note that historically, since 1Q12, the
