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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.