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.
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.
GLG has recruited an additional manager for its Japanese equity team following a sharp rise in assets within its Japan CoreAlpha strategy.
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...
Investors are again warming to Japanese equities due to cheap valuations, a shake-up in the domestic investment market, and rising inflation.
Are people in Japan convinced deflation is really over?
Franklin Templeton's fixed income head Michael Hasenstab has said Japan's stimulus programme will help support the global recovery and offset tighter monetary policy from the US Federal Reserve.