Tax changes in Japan should benefit the huge trading companies that call the country home. Restructuring is on the cards, while the commodity rally also plays into better profits.
It's not all about drugs in the Philippines, which is finally making good on promise shown some 60 years ago. Proposed tax changes should give equities a real boost.
Japanese big business is terrified of losing its competitive edge in Europe.
The manufacturing sector is ready for liftoff in Europe and Japan, and there should be ample time for investors to get in on the action.