Asia
Asia
The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.
21 October 2016
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1 min read
Asia
As one of the best performing emerging markets year-to-date, why do so many investors still avoid India?
21 October 2016
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2 min read
Asia
India, the world's fastest growing major economy, is witnessing significant injections of capital as the country opens up to foreign direct investment like never before with a reformist government investing heavily in infrastructure.
14 October 2016
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2 min read
Asia
At the start of the year, broad-based fears that an emergency step devaluation of the renminbi was needed to prevent China's economy undergoing a 'hard-landing' were weighing heavily on the country's stockmarket.
06 October 2016
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2 min read
Asia
Japan's domestic economy still seems to be stumbling along. From one quarter to the next, Japan data watchers have been rewarded with revisions down (FY2016 GDP revised to 0.9%, down from 1.7%) as well as revisions up (Q2 GDP revised up to 0.7% quarter-on-quarter,...
06 October 2016
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2 min read
Asia
Japanese companies are in a good position to deliver attractive returns to their shareholders in the years ahead, writes Reiko Mito, portfolio manager at GAM.
30 September 2016
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2 min read
Asia
New business opportunities created by structural changes in Japanese society are providing higher growth potential for companies and more options, writes SuMi Trust's Katsunori Kitakura.
30 September 2016
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2 min read
