On 70th anniversary of India's independence
Prime Minister Shinzo Abe won his election comfortably, as many in the market hoped and expected.
2016 saw $366bn in online sales in China
Markets have realised they have a new concept of risk to play with: idiotic risk. Largely unquantifiable, we see many shining examples, whether in North Korea, the White House or No 10.
Prime Minister Shinzo Abe won a decisive victory in the snap election he called on 22 October.
The strength of emerging market (EM) economic growth this century has been well documented, as has the shift (broadly speaking) from commodity and manufacturing based economies to ones more supported by shifting demographics and the burgeoning middle...
Katsunori Kitakura, lead strategist at SuMi Trust, explains why investors have cause to be optimistic following Shinzo Abe's re-election.
Established free trade agreements
Impact on future policy
China's debt could reach $7.6trn by year-end
Approaching $1.5bn capacity limit
'Bad debt' among key issues that must be addressed
Soon to be viewed as a 'standalone investment'
Next five years are 'crucial'
Rating went from AA- to A+
Having been to Japan a handful of times, what strikes me most is the juxtaposition of the latest technology paired with old habits.
Economy in 'reasonable health'
Despite good absolute performance in the Japan equity market year-to-date, valuations remain attractive both on a cash earnings yield and a price-to-book basis compared to other major markets.
About one-sixth of the Chinese population - roughly 230 million people - were born post-1990, and this group's consumer power has vastly expanded in recent years, with many even becoming the household decision maker.
Promised ¥2trn education package
Will host in 2020
Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.
NN Investment Partners' Robert Davis asks if the market has fallen in love with the 'story' at the expense of remembering valuations.