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.
Opportunities in the IT sector
Underperformed other developed markets
So far this year, we have seen Japan's equity market rising on the back of a supportive global backdrop, a relatively stable currency and healthy corporate earnings growth.
China has improved in last 18 months
Manager of the India Capital Growth IT
In the years prior to 1997, the countries known as the Asian tigers (Indonesia, South Korea, Malaysia and Thailand) experienced extraordinary economic performance along with macroeconomic stability.
Korea performed well
Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.
Three macro trends should shape the Japanese economy over the next couple of years.