Stock Investing for Asia Expansion in 2023

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2 years ago
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Japanese Stocks Just Hit A 33 Year High. A renewed push by companies to increase buybacks and focus on returns is boosting sentiment, after the Tokyo Stock Exchange called on firms that are trading below book value to outline capital improvement plans.

The reality is that a complete decoupling of the US economy from China is neither possible nor desirable. It will take many years to shift the supply chain, and the US will remain dependent on China in many areas. A full decoupling of China and the US is only possible if a war over Taiwan occurs. If that happens, global supply chains will crash overnight, essentially a reset. 

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