Shorting the Japanese yen while going long equities was a consensus trade last year. The pair have decoupled, but can the trade work again? Tilney Bestinvest's Sophie Muller investigates.
Global investors have been snapping up cheap Chinese stocks as signs of a banking collapse recede, but economic data remains mixed.
Japan's GDP shrunk by 6.8% on an annualised basis in the second quarter following a hike in the country's sales tax.
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.
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...