DBJP

Japan's Private Sector Growth Renews While Price Pressures Intensify

Asia's AI Chip Trade Growth Continues To Boom

Weekly Report: what happened at DBJP last week (0715-0719)?

Japanese Consumer Inflation Rose In June, Putting Pressure On The Bank Of Japan To Raise Interest Rates

Japanese Consumer Inflation Rose In June, Putting Pressure On The Bank Of Japan To Raise Interest Rates. Headline CPI inflation stayed at 2.8% YoY in June for a second month. Core inflation excluding fresh food accelerated to 2.6% in June. We think a reacceleration in service prices should give more confidence to the Bank of Japan.

Japan Remains A Key Theme For Global Investors

In June, Neuberger Berman’s Japanese equities team visited over 70 clients across 30 cities in Europe and North America to discuss Japan's long-term investment opportunities. The company says Japan's transformation is still in the early innings and is an attractive opportunity to create value for investors. The macroeconomic picture looks healthy with Japan on the cusp of inflation and real wage growth.

Weekly Report: what happened at DBJP last week (0708-0712)?

2024 Midyear Global Outlook: Waves Of Transformation

Home Market Outlook Today's Market 2024 Midyear Global Outlook: Waves Of Transformation. We see a new wave of investment into the real economy, transforming economies and markets. The world could be undergoing a transformation on par with the Industrial Revolution. The race to build out AI, the low-carbon transition and the rewiring of supply chains could spur major capital spending.

Q3 2024 Equity Market Outlook

Home Market Outlook Today's Market Q3 2024 Equity Market Outlook: Neuberger Berman 2.93K Followers. We expect further corporate earnings growth across sectors, fueled by rising household net worth and a global industrial rebound. We recommend overweighting technology, communications and consumer discretionary stocks.