Japan can keep delivering

There is an interesting change taking place in global equity markets. Investors are shifting their focus from US equities towards global stocks. Emerging markets are leading the charge, but demand for

The emerging-market bull isn’t back quite yet, but investors are seriously considering whether to set one running. Despite notable success stories such as India, when taken as a whole emerging markets

This year’s “unusually good run” for beleaguered British shares shows “there is life in the old dog yet”, says Katie Martin in the Financial Times. True, the FTSE 100’s 10% year-to-date gain isn’t sen

Parents of young children, and pet owners, often start to worry when they have been enjoying an unusually long period of silence. Investors are experiencing a similar sensation. Markets seem calm, wit

Andrew Van Sickle: After more than a decade of poor performance, emerging markets (EMs) have staged a comeback this year. The benchmark MSCI EM index has gained more than 20% in US dollar terms. What

The US-centric nature of the world of equity investment often masks important trends or milestones elsewhere. Few noticed this week, for instance, that the Topix, Japan’s broad stockmarket index, reac