Just as a reminder, we will be posting a series of articles and audiovisual presentations by Professor Stephen Nagy, Distinguished Fellow Asia Pacific Foundation, Canada Fellow, Canadian Global Affairs Institute, and note there are more titles.
Tokyo based, Stephen and I will be joining forces produce fundamental ideas with actionable ideas in equity, bonds and fixed income. He will be discussing US-China trade, India-Pakistan, Japan-Korea and Japan-China in the coming weeks and months. I will be attaching ideas to his views, both macro and micro, sometimes even small cap ideas.
If you have any special requests, send to [email protected], we will be happy to help.
Stephen and Joseph