Tag Archives: James Mackintosh

Japan’s economy v company reform – FT

Posted on October 6, 2015 by macromon

James Mackintosh on economic woes facing Japanese equities Abenomics has one bright point: Japanese corporate governance is improving fast. Unfortunately, says investment editor James Mackintosh, even the best-run company is not immune to the economic cycle. For more video content … Continue reading →

Posted in Japan | Tagged , , | Leave a comment

Bit late to be bearish – FT

Posted on October 1, 2015 by macromon

Being cautious has helped British mutual funds investing in Europe, but James Mackintosh, investment editor, suggests it’s now a bit late to turn defensive. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not … Continue reading →

Posted in Equities | Tagged , , | Leave a comment