CJ Morrell, head of Japan at Fiera Capital Asia, says “what people forget … in this Japan story, is growth. This is as much growth story, in some respects, as it is a reform story.”
Abdul Kadir Hussain of Arqaam Capital Asset Management says it’s likely that “rates have peaked for the year” but “the question is what is the quantum.”
Paul Meeks of Harvest Portfolio Management remains bearish on Apple and says the company’s announcements at Worldwide Developers Conference were “as expected.”