U.S.-Japan Trade Deal Could Trigger A Rally

When all is said and done, the cycle is ready to turn for Japan. Negative earnings momentum is bottoming and, if we’re right and both the U.S.-Japan and U.S.-China trade deals come into play, the stage could be set for Japan underperformance to turn into outperformance, in our view. Brace for positive earnings momentum during the late summer and early autumn.

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