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 –AI Bubble Warning Signs
11 May 2026 | Neil Newman
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Japan Strategy – Convertible Bonds Stage a Comeback
04 May 2026 | Neil Newman
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Japan Strategy – Activist Pressure on Munitions Manufacturer Daikin
28 Apr 2026 | Neil Newman
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Japan Strategy – Transitioning to a Strategic, Policy-Driven Investment Market.
08 Apr 2026 | Neil Newman
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Japan Strategy – Global Water Stress in 2026
30 Mar 2026 | Neil Newman
