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08/13/2025

EM Pulse: Japan

08/13/2025

EM Pulse: Japan

In this week’s EM Pulse the team discussed:

  • While details are still lacking, it seems Japan got a favorable resolution with the US on tariffs.
  • Political uncertainty is unlikely to derail corporate governance improvements.
  • In spite of the recent recovery, Japanese markets remain attractive.

Contact us if you are interested in watching the recording of the call and its contents.

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