Japan Portfolio Strategy_ Tariffs headwind vs. 3Q results tailwind_ Continue to expect earnings growth to lift Japan stocks

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Japan Portfolio Strategy Tariffs headwind vs. 3Q results tailwind: Continue to expect earnings growth to lift Japan stocks Japanese equities have rebounded after navigating the January BOJ rate hike without incident. However, headwinds for global equities, including Japan, have re-strengthened since early February, after President Trump signed executive orders to impose tariffs on imports from Canada, Mexico, and China, raising concerns about a potential trade war. We believe ea ...