Neil is an expert commentator and seasoned strategist on Japanese and pan-Asia equities markets drawing on his 40-years experience in Japan and Hong Kong. His publications include: Equity macro thematic and macroeconomic strategy notes equity market outlook multimedia articles a quarterly deeper dive into emerging or existing themes video interviews with interesting guests round table participation in discussions with industry experts videos of interesting events and trade shows.
Office visits - Europe, the US, and Asia regularly to discuss the latest on Japan with presentations to small internal groups, managers, and external clients.
Latest Reports
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Japan Strategy – Beyond the Yen
12 Aug 2026 | Neil Newman
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Japan Strategy - Climate: El Niño Begins to Bite
06 Aug 2026 | Neil Newman
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Japan Strategy – Let's Get Physical. Playing To Your Strengths
30 Jul 2026 | Neil Newman
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Japan Strategy – Companies Most Exposed to the 14-Year Investment Programme
21 Jul 2026 | Neil Newman
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Japan Strategy - – Debt! What Debt? It’s time to spend!
09 Jul 2026 | Neil Newman
