InterviewJapan real estate stocks 'poised to surprise': Morgan Stanley strategist
Daniel Blake says Japanese equities less exposed to China than other markets
Daniel Blake, Asia and emerging market equity strategist at Morgan Stanley, says Japanese businesses are only 5% exposed to China in terms of revenues. (Photo by Kae Yoshii)
KAE YOSHII, Nikkei staff writer
October 17, 2023 21:52 JST
TOKYO -- With higher U.S. interest rates clouding prospects for global asset markets, Daniel Blake, Asia and emerging market equity strategist at Morgan Stanley, tells Nikkei that Japanese equities benefit uniquely from the resilient national economy as well as reforms put in place by the Tokyo Stock Exchange.