Sustained positive surprises from North Asian data releases has led UBP to be positive on Japanese equities and upgrade its weighting on Asia ex-Japan equities to neutral, compared with benchmark weights in its portfolio. Japan’s inflation remains muted Inflation remains contained in Japan, having declined in February from +0.1% to -0.1% YoY on a seasonally-adjusted basis, while the core rate…
Have a confidential tip? Get in touch [email protected]