Two key risks
Recent improvement in the Japanese economy - recording a sixth consecutive quarter of growth in Q2 2017 - has again raised hopes that, together with an improving global economy and Bank of Japan stimulus, this could be the catalyst for the long-awaited...
Look at the data and it is clear that the Japanese economy is showing signs of healthy growth in Q3 of annualised 1.4% in real terms.
After a torrid 15 years of deflation, it is time to forget about 'the lost decade' in Japan.
Investment Week is delighted to announce the winners for this year's Investment Company of the Year Awards.
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
Since its accession to the WTO in December 2001 China has accounted for an increasing share of the global economy. Helped by fast export and investment growth it remains an engine of trade and is expected to generate some 35% of global growth over the...
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.