In brief:
Japan:
earnings outlook has improved for Japanese firmscorporate reforms and inflation is boosting the outlook for returnsis wary of yen appreciation though, which could weigh on earnings outlookChina
BlackRock is overweightcite developments in AI and tech more generallyis wary that China is exposed to tariff risk, along with macro challenges structurally in the country This article was written by Eamonn Sheridan at www.forexlive.com. Read More Details
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