Ability to generate uncorrelated returns
Reform a 'gargantuan' task
When Shinzo Abe first took up his post as Japan's Prime Minister, he did so thanks to his vivid use of language, writes Charles Stanley's John Redwood.
Hopeful of a rate rise
Helped by weaker yen
Plans to roll out own global equity solutions in 2017
'Focus on growth, not value'
The Japanese stockmarket had been sluggish and trading-orientated in the wake of the yen's recent appreciation, partly reflecting renewed jitters over the Trump risk when it came to the US presidential election, writes Hideo Shiozumi, manager of the Legg...
Populists are all the rage today (except in Austria) but if we want to understand what they might do next - and the likely impact on share prices - maybe it is time to contemplate recent events in India.
Japan has been struggling with next to no growth and fighting deflation for more than 20 years, leading to huge monetary and fiscal stimulus and structural reforms, from the 'three arrows' of Abenomics to the central bank's purchase of enormous swathes...
There seems to be a curious symmetry between Donald Trump's plans for growth and those of the 'evil, trade dumpers' based in China.
South Korea rose from the ashes of its civil war in the 1950s, when it was one of the poorest nations on earth. Now, despite being a wealthy country, it is still regarded by many as an emerging market.
Regardless of market conditions, active management in the Japanese small-cap market is still able to provide a better return with less volatility when compared to Japanese equity market as a whole.
Stabilising economic and corporate earnings growth, improving macro stability and overall accommodative local macro policies have provided a positive anchor for Asia ex Japan assets in the face of elevated global and developed market growth, policy and...
Need for Hong Kong to work out relationship with China
Sluggish growth and weak domestic spending
At the end of October, the Tokyo Stock Exchange and Nikkei announced they are to launch a new index - the JPX-Nikkei Mid and Small Cap Index - in early 2017.
Fed rate hike would strengthen dollar vs the yen
Financial regulators in Beijing and Hong Kong announced the launch of the Shenzhen-Hong Kong Stock Exchange Connect, slated for December, giving foreign investors access to the world's eighth largest exchange and more importantly China's high growth equity...
Japanese equities have earned themselves a reputation over the years as the market everyone loves to hate, writes Trevor Greetham, head of multi-asset, at Royal London Asset Management.
More easing expected
One of the issues about investing in Asia Pacific is the dominance of China in the index, writes Andrew Herberts, head of private investment management at Thomas Miller Investment.
Japan was one of the most popular areas with UK investors in 2015, with some £1.2bn of flows into the IA Japan sector and more than £400m going into the IA Japanese Smaller Companies sector, as investors tried to hone in on those domestic companies benefitting...