Arthur Budaghyan

Dec 6, 2024 | pwmnet.com | Alexander Hart |Ali Al-Enazi |Sammy Suzuki |Arthur Budaghyan

The underlying strength of Japan’s economic recovery, driven predominantly by the private sector, remains robust. Analysing Japanese equities while living in Tokyo, I've had a front-row seat to witness the country’s economic saga, spanning nearly 30 years of low inflation and deflation. During this period, Japan has cultivated companies capable of growing sales, profits and market capitalisation at rates significantly outpacing the national economy.

Oct 24, 2024 | pwmnet.com | Sammy Suzuki |Arthur Budaghyan |Charlie Jewkes |Norman Villamin

Emerging market equities have lagged their developed market counterparts in recent years, but are we in line for a change? Opportunities: by Sammy Suzuki, head emerging markets, AllianceBernsteinEmerging market (EM) equities have lagged developed market (DM) stocks over much of the past decade. But some trends look more promising than headlines would suggest. Earnings revisions for EM equities are finally beginning to look up, particularly in the technology and consumer-discretionary sectors.

May 30, 2024 | asiatimes.com | Arthur Budaghyan

As net capital outflows exceed China’s current account surplus, the yuan currency will necessarily face depreciation pressure. However, China will neither float its currency nor allow a large depreciation. Floating a currency in the global financial system now dominated by the US means making the country’s financial system more exposed to US actions. China’s strategy is the opposite: to reduce its vulnerabilities to the US-dominated systems.