The Point for Asia Pacific

This report examines key investment themes in Asia Pacific, focusing on Japan's shift toward proactive price pass-throughs and the outlook for the aluminum sector in China and India.

Key Takeaways

• 1.Japanese firms are successfully passing through energy-related cost increases, signaling a shift toward a virtuous cycle of wages and prices.
• 2.The recent selloff in Chinese aluminum equities is viewed as overdone by analysts, despite concerns regarding demand and capacity.

Table of Contents

• Top Call
• Country Top Calls
• Appendix A-1

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