18 August 2014
Asian markets enjoyed a mixed trading session at the start of the week, oscillating between gains and losses as the latest relief rally comes under pressure.
15 August 2014
It should be plain sailing for investors in shares this summer. The world economy is growing this year, and should do so again next year at a reasonable pace.
13 August 2014
Japan’s GDP shrunk by 6.8% on an annualised basis in the second quarter following a hike in the country’s sales tax.
11 August 2014
Employment rates and wages are finally rising, as Japanese companies start to spend cash instead of holding it on balance sheets. Genzo Kimura, economist at Sumitomo Mitsui trust, asks if Japan’s transformation is permanent
06 August 2014
After a runaway 2013, Japanese equities have had a more muted time of it this year, showing there is still a healthy degree of scepticism over the impact of Abenomics.
01 August 2014
The new JPX-Nikkei 400 index launched in January as part of a package of measures aimed at increasing the value of Japanese financial assets. But can it help maintain the revival in the region? Annabelle Williams reports.
31 July 2014
A recent spate of share buybacks among companies jostling to prove they can reward shareholders shows Japanese companies are finally ready to be shareholder-friendly, explains GAM Japan manager Ben Williams.
28 July 2014
Murdoch Asset Management director Tony Dunne tells Julia Rampen why he prefers Mark Barnett to Neil Woodford, what opportunities he sees in student accommodation and why he is steering clear of the rally in Japan.
21 July 2014
OakTree Wealth Management’s co-founder and chief investment officer Ian Brady tells Investment Week how he educates his clients, how changing regulation could hurt the industry, and why he refuses to join the chase for yield.
17 July 2014
Investors concerned that Japan's economic revival has run out of steam should look to the emergence of corporate capex and wage rises for hope, explains SuMi Trust's Genzo Kimura.
15 July 2014
GLG has recruited an additional manager for its Japanese equity team following a sharp rise in assets within its Japan CoreAlpha strategy.
11 July 2014
Baillie Gifford’s Stephen Rodger has argued fellow bond managers are unprepared for Japan-style deflation which is on the horizon in the West.
30 June 2014
The weaker yen is proving a drag on consumer incomes, and the real, structural change that will help Japan recovery is yet to be seen. Internationally-diversified market leaders will be the best way to play the market, explains Aberdeen Asset Management's Kwok Chern-Yeh.
30 June 2014
Dean Cashman, head of Japan equity at Eastspring Investments, explains the Japanese turnaround story going on in spite of Abenomics.
30 June 2014
Asian markets were mixed overnight ahead of a busy week data-wise, with the impact of Japan's sales tax introduced earlier this year keeping a lid on gains.
Investors need to sharpen their focus on geopolitical tensions in investment decisions and face the reality of rising risk premia, explains William Davies, head of global equities at Threadneedle Investments
Political conflicts in Russia and the Middle East show no signs of ending, yet emerging markets have continued on an upward curve. Has investor complacency has set in?
Contrary to the concerns of some investors, US equities are not overvalued, says Hector Kilpatrick, from Cornelian Asset Management
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