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.
Japan's Nikkei index has fallen another 2% after central bank governor Haruhiko Kuroda said there was no need for additional monetary stimulus to offset a recent sales tax hike.
Anthony Bolton has said he feels his final year in charge of the Fidelity China Special Situations investment trust has 'vindicated' his decision to come out of retirement.